Blog

Category: Traditional 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

Categories
Newsletter (30)
General (27)
Economic Commentary (18)
Retirement (15)
Retirement Planning (14)
Letter From The President (14)
Financial Planning (11)
Tax (11)
Lineweaver (10)
Healthwatch (10)
Market Commentary (8)
Taxes (7)
Q3 (7)
Tax Planning (6)
Education Programs (6)
Market (6)
LFG (4)
IRA (4)
Bonds (4)
Estate Planning (4)
Social Security (4)
Trump (3)
(3)
2017 (3)
Finance (3)
Market Review (3)
Insurance (3)
Portfolio (3)
Diversification (3)
Tax Law (3)
Health (3)
Charity (2)
Tax Cuts And Jobs Act (2)
Q2 Newsletter (2)
Client Spotlight (2)
2019 (2)
Rising Interest Rates (2)
Investing (2)
Annuity (2)
Annuities (2)
Stocks (2)
Tax Scams (2)
Market Update (2)
Financial (2)
Coordination (2)
Investments (2)
Election (2)
Interest Rates (2)
Economy (2)
Economic Outlook (2)
Social Security Benefits (2)
2016 (2)
Brexit Update (2)
HealthWatch (2)
Strategies (2)
Volatile Market (2)
Financial Strategies (2)
High Income (2)
Markets Don\'t Pick Sides (1)
Jim Lineweaver (1)
Sring Cleaning Your Finances (1)
Financial Goals (1)
David Baker (1)
2020Q4 (1)
Healthy (1)
New Years Resolutions (1)
Q1 (1)
Anne Graffice (1)
Cooking (1)
Tips (1)
Market Outlook (1)
Pro Football Hall Of Fame (1)
Stimulus (1)
Exercising (1)
Sleep (1)
Bloodline Trust (1)
Advice (1)
Summer (1)
Q3 Newsletter (1)
Healthy Living (1)
In Laws (1)
Inheritance (1)
Trusts (1)
Marital Trust (1)
Vacation Home (1)
Vacation From Investments (1)
Screens (1)
Eye Strain (1)
2018 (1)
Financial Quarterback (1)
Quarterly Newsletter (1)
James Lineweaver (1)
Q2 2019 (1)
Keeping Your Mind Sharp (1)
Roth Ira (1)
Your Retirement Playbook (1)
Steps (1)
Banking (1)
Bitcoin (1)
Longterm Care (1)
Probiotics (1)
Healthcare (1)
Elder Law (1)
POA (1)
Power Of Attorney (1)
2020 (1)
Charitable (1)
Donations (1)
End Of Year Taxes (1)
Tax Strategies (1)
Black Swan (1)
CARES (1)
CARES Act (1)
Checking (1)
Savings (1)
Legal (1)
Sell In May And Go Away (1)
Wills (1)
Chad Roope (1)
Medicare Supplements (1)
Nutrition (1)
Roth Conversion (1)
Traditional Ira (1)
Congress (1)
Stock (1)
Big Banks (1)
Buy (1)
Medicare (1)
Sell (1)
Dementia (1)
2020Q3 (1)
Review (1)
Credit Unions (1)
Pse (1)
Statements (1)
Letter From The President New Years Resolutions (1)
Investment (1)
Bonds Ladder (1)
Legacy (1)
Retiring (1)
Self Employed (1)
Business Owners (1)
Annuity Alternatives (1)
Life Insurance (1)
Dividend (1)
Policy (1)
Retire (1)
Roth (1)
Donor Advised Fund (1)
Private Foundation Charitable Lead Trust (1)
Charitable Remainder Trust (1)
Growing Your Wealth (1)
Real Estate (1)
REITs (1)
Risk Management (1)
Retire Early (1)
Q1 2017 Newsletter (1)
North Korea (1)
Gifting (1)
Retirement Tips (1)
Financial Advice (1)
Financial Advisor (1)
Social Security Planning (1)
Charitable Contributions (1)
Women And Money (1)
Service Day (1)
Harvest For Hunger (1)
Candidates (1)
Winter 2017 (1)
Politics (1)
Fall 2016 (1)
Financial Health (1)
Holiday Planning (1)
Stockpile (1)
Holiday Gifts (1)
1st Quarter (1)
2016 Market (1)
Protection (1)
Conflict (1)
Cryptocurrency (1)
529 Plans (1)
Market Pullback (1)
Reallocation (1)
RMD (1)
Distribution (1)
Tariffs (1)
NAFTA (1)
Trading (1)
New Tax Law (1)
Charitable Giving (1)
Defer Tax (1)
Q2 (1)
New Website (1)
Bruce Motko (1)
Travel Tips (1)
Travel (1)
Markets (1)
Drink Water (1)
Market Volatility (1)
Top Financial Strategies Of The Wealthy (1)
Transfer Real Estate (1)
Lineweaver Wealth Advisors (1)
Identity Theft (1)
Mutual Funds (1)
Expense (1)
Costs (1)
401(k) (1)
Equifax (1)
Mark Sipos (1)
2017 Q4 (1)
Fraud (1)
Third Quarter (1)
Market Review 2017 (1)
Tax Cuts And Job Act (1)
Introducing (1)
Kids (1)
Grand Kids (1)
Tax Cuts (1)
Jobs (1)
Lose Weight (1)
Eat More (1)
2021 Outlook (1)
+ Show More

Terms and Conditions | Privacy Policy | Disclosures

Lineweaver Financial Group ©
Powered by Virteom Logo Virteom