ROTH CONVERSIONS
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Bowman Financial Strategies
Roth Conversions.
Roth conversion services in Englewood, Colorado
Roth Conversions
We have the ability to convert Traditional, SEP, or Simple IRAs—or from a 401(k)—into Roth IRAs, which creates a taxable event. Sometimes this can be an advantageous thing to do if you have a large IRA account and you expect your tax bill to go up as you age. This is because a Roth IRA allows for tax-free withdrawals of qualified distributions.¹
Want to be sure you won’t outlive your income in retirement? Do you know how much monthly income you can count on? Speak with one of our advisers to learn more about how we can help you customize certain parts of your retirement income plan.
¹ Julia Kagan, “Roth IRA Conversion,” Investopedia, accessed March 13, 2020, https://www.investopedia.com/terms/i/iraconversion.asp.
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Investment Advisory Services offered through CreativeOne Wealth, LLC, a SEC registered investment adviser. CreativeOne Wealth, LLC and Bowman Financial Strategies are unaffiliated entities.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 19770 - 2020/2/10