December 20, 2012

Fueled Roth Conversion with Proactive Tax Planning

We turned two years of significant business losses into many years of tax savings. Our client was able to convert $400,000 in a traditional IRA to a Roth without paying any tax. The family has already seen substantial tax-free growth in the new account.

Learn more about our Family Wealth and Estate Planning, Tax Planning and Compliance services.

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