You no longer have to use your own money to pay the taxes on your Roth Conversion.
John guided me through the process of doing a Roth Conversion without using my principal to pay the taxes. I needed this money safe and secure and tax free and we are on our way to doing just that!
I was working with a big bank and I wasn't sure if what I was doing was putting me in the best position for retirement. We did a full comprehensive plan and found ways to optimize my portfolio and reduce my future RMDs. This was the advice I had been searching for.
I wanted to minimize my RMDs and pass money down to my kids without them paying an absurd amount in taxes. We created a plan to strategically move the money into tax free buckets over the next several years and the money can grow tax free forever. 10/10 advice.
The Tax Impact report was eye opening. I had too much in my IRA and RMDs were coming fast. I now have a strategy to cut my taxes and leave tax free money to my kids and grandkids. I wish my advisor told me about thisyears ago.