When Should You ROTH Contribute or ROTH Convert

When Should You ROTH Contribute or ROTH Convert

How your money will be taxed when you take distributions from your saved funds is a key determinant of your financial independence.

Taxable accounts get taxed between 0%-20% depending on income and length of time invested.

Tax Deferred accounts will be taxed between 0%-37% :O depending on income

ROTH Accounts do not get taxed at all!

Saving strategically into each of these account types means you keep more of your hard earned money, and ultimately have more of it to spend when you want it.

#retirement #retirementplan #retirementplanning
#retirementriskzone

Eric Amzalag, CFP®, RICP®

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Disclaimer: Please consult with your own tax, legal and financial advisors for personalized advice.