What is a strategic roll-out and what are the benefits?
Many people come to realize that they are getting trapped in an IRA or 401(k) that someday will be taxed. Continuing to postpone the tax that will be due may dramatically increase the amount of tax you will ultimately pay. We suggest developing a plan to strategically convert your qualified funds to non-qualified accounts at the most opportune time taxwise. This strategic conversion over a five to seven year period may result in up to 60 percent less tax than stringing the tax liability out over a lifetime.
