
What Will Have the Least Tax Impact: Harvesting Capital Gains or Rother Conversions?
Download Your Copy
Converting a portion of your traditional IRA or 401k into a Roth IRA offers several key advantages including tax-free growth, taking advantage of the current lower tax brackets, potentially resulting in additional flexibility in retirement income and estate planning. See our primer on Roth conversions here. Or download this flowchart for a visual of how these strategies work.

"*" indicates required fields
bentoak capital
Start Building Your Legacy
Connect with BentOak Capital today to begin shaping the future you deserve.
Get Started Today