Experience You Can Trust

IRA Exit Strategy

The Problem: You have an IRA that you must take Required Minimum Distributions from but you don’t need or want the income.

The Solution: If you have other assets that you can convert using a Legacy Plan, you may be able to convert your IRA with little or no tax consequences.

 

 

You can convert an IRA to a ROTH with no Tax Consequence and without giving
future income away.