COVID-19 Crisis Creates Silver Lining for Roth IRA Conversions

If you’ve ever considered converting
your traditional IRA to a Roth IRA…

Why? Because the financial fallout from the COVID-19 crisis has created a once-in-a-lifetime opportunity to do a profitable Roth IRA conversion.

You see, you’ll be able to make the conversion at an affordable tax-cost and protect yourself against future tax-rate increases.

You’ll get the whole story when you read my new article titled Tax Tips: COVID-19 Crisis Creates Silver Lining for Roth IRA Conversions.

Three ways our fact-filled article can help you:

1. We’ll explain the huge tax advantages a Roth IRA provides. Unlike withdrawals from a traditional IRA, qualified Roth IRAs are federal-income-tax-free, and usually state-income-tax-free too! As the original owner of a Roth IRA account, you won’t have to take annual required minimum distributions (RMDs) from your Roth IRA account (after reaching age 72). We’ll give you all the details when you read the full article.
2. You’ll learn why there’s a silver lining when you make a Roth IRA conversion. Yes. Doing a Roth conversion will trigger a bigger federal- income-tax bill for the conversion year (and maybe a bigger state-income-tax bill too). Nonetheless, right now might be the best time ever to make a conversion. There are three tremendously important reasons why this is true. We’ll explain them fully when you read the full article.
3. We’ll provide a lot more important information too. Here’s just some of what we’ll cover:
   • Why you should consider a multi-year conversion strategy to avoid excess taxes
   • How to use a Roth IRA as a powerful estate-planning tool
   • Why a Roth conversion likely avoids the higher tax-rates that the government will probably institute in order to recover the trillions it’s spending on the pandemic.
   • And much more!

All will be explained when you read my new article
COVID-19 Crisis Creates Silver Lining for Roth IRA Conversion