Are you looking to maximize your tax bracket and secure a stress-free retirement?

You might want to consider adding Roth conversions to your retirement plan.

Josh Leonard and Pete Belcastro dive into the world of Roth conversions, discussing three key scenarios when converting to a Roth IRA might benefit your retirement plan with a focus on reducing taxes, maximizing income, and securing a tax-efficient legacy for your family. 

Josh and Pete discuss: 

• Maximizing your tax bracket by strategically converting to a Roth IRA to save on taxes in the future
  
• Using Roth funds for emergency or unexpected expenses to avoid high tax implications when tapping into traditional IRAs
  
• Creating a tax-free legacy asset by inheriting a Roth IRA and providing your heirs with a tax-efficient asset
  
• Balancing tax diversification by considering a blend of traditional and Roth IRAs based on your unique financial situation and long-term goals
  
• And more
  

Resources:

• Schedule a meeting with the team
  

Connect with Josh Leonard: 

• jleonard@leonardadvisorygroup.com
  
• LinkedIn: Josh Leonard
  
• Leonard Advisory Group
  
• 412-998-PLAN
  
• YouTube: Leonard Advisory Group
  
• Facebook: Leonard Advisory Group
  

Connect with Pete Belcastro: 

• LinkedIn: Pete Belcastro, CFP®
  
• pete@leonardadvisorygroup.com