Mar 1, 2023
If you have a traditional retirement account, you have a built-in tax liability to the government. Essentially, the government "owns" a piece of that account. As the account grows, so too does this liability to Uncle Sam.
What if there was a way to reduce Uncle Sam's take? There absolutely is.
Today, we're talking about how to properly take advantage of a Roth conversion.
For more content on how to retire confidently, head over to www.birchwoodcapital.com.