Roth Conversion Strategies For Investors With Over $1 Million
Discover how converting at the wrong time may potentially cost you over $30,000 a year in healthcare premiums, why the window between retirement and age 75 may be your best opportunity to take advantage of today’s tax rates, and how the right strategy may help reduce taxes for both you and your family.
Tuesday, March 3 | 12 PM or 6 PM
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People Helped Pursue Retirement
Years of Experience
*Forbes Best-In-State Awards
*Forbes Top Registered Investment Advisory Firm
Topics We'll Cover
Discover how these factors will impact you, your family, and your legacy
Tax Bracket Strategy in Retirement
How the gap between the 12% and 22% brackets creates a conversion opportunity and why crossing the wrong threshold may cost you more than you expect.
The Ideal Roth Conversion Window
Why the years between retirement and required minimum distributions may be your best opportunity to take advantage of today's tax rates.
Healthcare Costs & Roth Conversions
How a Roth conversion may impact your modified adjusted gross income and potentially push you over the ACA premium cliff before Medicare kicks in.
Meet Your Speaker
Learn from a Forbes Best-In-State Wealth Advisor
Ty Bernicke, CFP® | President & CEO
Ty currently works with a limited number of clients who require wealth and/or investment management services. His research on investment management, retirement planning, and tax minimization strategies has been published or recognized by The Wall Street Journal, Forbes, The New York Times, Futures Magazine, and many other well-known national and international publications.
