Roth Conversion Analysis
Looks at what converting would cost you now against what leaving it alone could cost later.
Tax Planning
Taxes decide how much of it you keep.
What you pay in taxes during retirement decides what’s left for you, and for your heirs. We plan for your tax bill now and later, and build strategies to manage it year after year, not just in April.
We plan before the return is due.
What we offer.
What you receive
What a tax plan actually looks like.
Three of the services above are reports you receive and keep. Here’s what goes into each one.
These are illustrations of the sections each document contains, not client documents and not filled-in examples. Figures are deliberately left blank: what belongs in them depends entirely on your own situation.
In your plan
How this fits the 8 Elements.
These are the elements this work draws on. Before we recommend a change here, we check how it affects the others.
- Income Optimization
- Legacy Enhancer
- Dynasty Creator
- Tax Planner
Questions
Before you call.
It depends on your current and future tax brackets, your time horizon, and your legacy goals. A Roth Conversion Analysis looks at your numbers before anyone recommends a move.
Related
Often planned together.
Retirement Planning
Find out if what you’ve built will last as long as you need it to, and what to change if it won’t.
- A plan built around personal, professional, and business goals
- A full review of everything you already own
- A revised plan that puts what you have to better use
- Clear reporting, and course corrections along the way
Investment Management
Portfolios built around your goals, timeline, comfort with risk, cash needs, and taxes, not a model pulled off the shelf.
- Discretionary management, with accounts typically reviewed monthly
- No limits on the types of investments we recommend
- Strategies aimed at preserving principal, generating income, or building capital
Estate Conservation
Without a plan, state law decides who gets what. Decide for yourself how your assets pass to the people you love.
- Strategies to reduce estate taxes and settlement costs
- Wills, living wills, health care proxies, and powers of attorney
- Trusts, coordinated with your attorney
Your next step
Waiting is a decision too.
Leave your income, taxes, and estate alone long enough and the defaults decide for you. Start with one conversation instead. It’s complimentary, and there’s no homework.
- Port St. Lucie
- Stuart
- Mon to Fri, 8:30 AM to 4:30 PM