Model Q® ROTH Conversion
What is a typical ROTH conversion?
A ROTH Conversion is transferring assets from a taxable retirement account into an untaxable retirement account. The most typical accounts include a 401k, 403b, SEP IRA, and Traditional Brokerage accounts.
For a ROTH conversion, we set up a separate, untaxable account, which grants a bonus upon opening. This bonus covers most or all taxes paid during withdrawals from the original retirement accounts. This untaxable account is called a ROTH. This still works if you already have a ROTH IRA in your name.
This simple strategy can increase your retirement income by up to 40%, depending on how much income you expect in retirement.
ROTH Conversion strategies are offered by an array of financial advisors.
What is the Model Q® ROTH Conversion?
The Model Q® ROTH Conversion is very similar to a typical ROTH Conversion; however, we add an additional account. This additional account can increase your expected return by an average of 33% (based on historical stock market data from the past 100 years).
This splits the conversion into 2 parts, with one account focused on principally insured growth and the other account focused on maximizing income. Our Model Q® ROTH Conversion strategy may be able to help you achieve your retirement goals early or surpass your expected retirement income.
Our Model Q® ROTH Conversion is an in-house model we perfected for our clients.
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