Roth accounts are an amazing tool when it comes to creating wealth. Roth IRAs are not subject to probate and can be passed on to heirs tax-free. They also grow tax-free! If you're considering a Roth Conversion, Peter with Richon Planning and Erin Kennedy walk through 3 key considerations:

1. Your future tax rate
2. When will you need to access the funds?
3. Your beneficiary's future tax rate

Keep in mind, we are living in a historically low tax rate. Many financial experts believe that the Tax Cuts and Jobs Act of 2017 reduced federal income tax rates to the lowest level they may ever be, and those cuts are set to expire at the end of 2025. In other words, there has never been a better time to determine if a Roth Conversion is right for you.

If you'd like to crunch the numbers with Peter, please call (919) 300-5886 or visit www.RichonPlanning.com

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Financial and Retirement Planning for clients across North Carolina and beyond
Located in Fuquay Varina, NC at 600 Stellata Dr.

Don't start next year. Don't start next week. Start your financial planning now with Peter Richon & Richon Planning. We help you understand your investment options.

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DISCLAIMER:
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Richon Planning, LLC are independent of each other. Insurance products and services are not offered through BCM but are offered through individually licensed and appointed agents with Richon Planning, LLC. Brookstone Capital Management (BCM) and its Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to disclose any conflicts of interests and all associated fees. Please refer to the BCM firm brochure (Form ADV 2A) for additional information regarding the fiduciary standard.

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