Know how you file your taxes
Figuring out if a Roth conversion is right for you starts with gathering basic information. Filing single, married jointly, married separated, etc. has a strong impact on how Roth conversions work for you.
Know your taxable income
Taxable income effects how much you can contribute to a Roth. Once you know your taxable income, you will have a much better idea if a Roth conversion is good for you.
Know your tax rate.
Having a baseline understanding of how you file your taxes, your taxable income, and your tax rate will play into each other and set you up for success. Of course, we can always help you find this information.
We can tell you if a Roth makes sense
There are far more intricacies than you would expect when considering a Roth conversion. K&J will consider everything and help you make the best possible decision.
We handle the conversion transaction
You get to sit back, relax, and let us take the reins. We will streamline the process and navigate the associated complexities for you.
We have the best strategy for you
With many complexities surrounding Roth conversions, our services go beyond just deciding if a conversion is right for you. K&J has plenty of strategies to deploy for any given financial scenario.