Let’s address the number one fear of most retirees: running out of money. One way to make your nest egg last longer… figure out how to keep all of it in your pocket, as opposed to sharing it with the government.

In this video, our financial advisor Sean explains to Erin how converting your tax deferred accounts to Roth accounts can add years to your retirement nest egg. Not only will you likely pay less in taxes in retirement you’ll reap other advantages like keeping your provisional income lower, which could decrease the taxes you pay on your Social Security benefit.

Now is the time to consider Roth Conversions; we are living in a historically low tax rate, and those rates are set to increase at the end of 2025. To crunch the numbers with Sean give him a call at 603-715-2335 or click HERE to schedule time directly on Sean’s calendar.