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Category: Roth Ira

Utilizing Roth Conversions as Retirement Tools

By Lineweaver Financial Group
June 13, 2019 Category: Roth Ira, Roth Conversion, Traditional Ira

Many people close to retirement are unaware of the many reasons why a ROTH Conversion can be a great retirement strategy. A good example of someone who successfully used a ROTH conversion as a retirement tool is Max Levchin, one of the Founders of Paypal, and later Yelp. He placed around 3.9 million shares of Yelp into his ROTH IRA. The share values have previously been higher, but recently its been trading at about $36 per share, meaning he has over $140 million in the ROTH alone. That isnt just impressive because of the amount, but because a ROTH will allow it to continue to grow tax-deferred, and to later be accessed tax-free as well. A lot of people are asking themselves well why dont we have ROTHs too?, and it absolutely is something everyone should at least consider-- but the process itself isnt quite that simple. When it comes to choosing between a ROTH or Traditional IRA, there are a few things you should consider. One of the biggest concerns is your tax bracket. With a ROTH

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