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Advanced Roth IRA Conversion Strategies: When and Why Should You Convert?

Brett Miller of McGill Advisors, a division of Brightworth (formerly Select Consulting, Inc.) discusses our unique IRA to Roth IRA conversion strategies and learn how to build a tax-free Roth IRA balance in excess of $1,000,000! Since 2010, virtually all doctors have been able to enjoy the benefits of a Roth IRA. While many doctors’ high incomes prevent them from directly funding Roth IRAs, most retain the ability to utilize Roth conversions to their advantage. While complex, we were shocked to discover that less than 30% of doctors have taken advantage of this incredible opportunity. With tax rates on the rise, the prospect of tax-free accumulation is too important to ignore!