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Tax Planning, Estate & Legacy Planning, Investment Planning, Retirement Planning, Wealth Building & Financial Planning Tim Hudson Tax Planning, Estate & Legacy Planning, Investment Planning, Retirement Planning, Wealth Building & Financial Planning Tim Hudson

The Real Value in Roth Accounts and 8 Ways To Fund Them

Many people make the common mistake of accumulating most of their investments in pre-tax retirement accounts, only to create a tax nightmare when taxable Required Minimum Distributions are required to begin. This costly oversight often comes from focusing on saving taxes today and losing sight of the bigger, long-term picture, or not fully understanding the real value of Roth accounts and how they work. While death is certain, for wise investors who understand Roth accounts and follow the rules, taxes can be eliminated.

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Important Disclosure

This material is intended for informational purposes only and is not intended to be a substitute for specific individualized tax or legal advice, as individual situations may vary. 
Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC (Kestra IS). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS). SilverStar Wealth Management, Inc., Bluespring Wealth Partners, LLC, Kestra IS, and Kestra AS are affiliated through common ownership by Kestra Holdings. 

Investor Disclosures: www.kestrafinancial.com/disclosures

You should consult with appropriate financial, tax, or legal professionals before implementing any considerations discussed.  

This material was developed and produced by Wealthtrition and Wealth Flow IQ, LLC to provide information on a topic that may be of interest. Wealthtrition and Wealth Flow IQ, LLC are not affiliated with Bluespring Wealth Partners, LLC, Kestra IS, and Kestra AS. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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