Roth Conversions

Roth Conversions

A Roth IRA conversion - changing from a standard IRA to a Roth IRA - can lower your taxes in the future. While there's no up-front tax break with Roth IRAs, your contributions and earnings grow tax-free. In other words, once you pay taxes on the money that goes into a Roth IRA, you're done paying taxes, provided that you take a qualified distribution.

A Roth IRA also allows you to withdraw contributions (not earnings) at any time, for any reason, generally tax-free. Of course, any money you take out now will never get the opportunity to grow.

Here's a more detailed explanation from Marsha :

Contact Unified Wealth and Retirement Planning

Unified Wealth and Retirement Planning

1910 St. Joe Center Rd, Unit 45
Fort Wayne, IN 46825

Phone : (260) 338-2379

HOURS : Mo,Tu,We,Th,Fr 8:30am-5:00pm


At Unified Wealth & Retirement Planning, helping you achieve your vision for retirement is our number one goal. We work closely with you to objectively assess your individual retirement strategy, and help provide solutions tailored to your needs.

Click for Directions