David Belisle discusses how converting traditional retirement accounts to Roth accounts the wrong way can negate their benefits. David shares how mistakes can hurt someone’s tax bracket (and increase their taxes), can raise the Medicare premiums, and how some advisors have incentive not to share these dangers with people. David tells a story of a client who got slammed with taxes by doing this the wrong way and how Paramount Financial can holistically help people in retirement planning.
Call Paramount Financial today at 978-406-9137 to discuss retirement strategies and get Your Tax and Investment Roadmap. Space is limited, so call or hit the contact button and learn more at ParamountFinancialMA.com.
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