The Tax Benefits of a Partial Roth Conversion

Retirement is no longer a mirage off in the distance—it's a real event that's coming into sharper focus.

It always hits my clients at some point after age 50. Retirement is no longer a mirage off in the distance—it's a real event that's coming into sharper focus. With that clarity comes new questions about turning retirement savings into retirement income. The reality, of course, is that we all pay taxes. But I don't believe in giving the IRS a tip! Regardless of your age, my latest article, "The Tax Benefits of A Partial Roth Conversion" is important to read now so you can set yourself up for success in retirement. Did you know my new book "Making Money Simple" can be downloaded as an audiobook? Here's a recent review of the audiobook: "Known for his sonorous voice, Peter Lazaroff gives a performance that may sound overly serious. But the lasting impression is that of a friendly financial advisor who has your best interests at heart. He lays out his basic rules of investing in accessible language and is skilled at describing how to minimize taxes while saving for the future. He also shows why it's important to organize these investment options in an overall framework that aligns with your long-term life trajectory, rather than changing strategies too often." Download your own copy of "Making Money Simple" and improve your finances on the go. To making money simple, Peter

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Peter Lazaroff, P.O. Box 440113, Saint Louis, MO 63144, United States