Convert 1 Million IRA To A Roth IRA And Pay Little To No Taxes

Can you really convert a $1 million IRA to a Roth IRA without paying taxes? It sounds impossible, but with the right strategy, it's absolutely doable.

In this video, we reveal the three key steps that can make this powerful move not only possible… but incredibly effective. These aren't your typical retirement planning tips. We're talking about advanced, under-the-radar strategies that the wealthy use to legally shrink their tax bill, sometimes down to zero.

You'll learn:
How to drastically reduce your taxable income during the conversion
Why the timing of your move matters as much as the amount
How to use smart offsets and planning to eliminate the IRS from the equation

If you're sitting on a large IRA and want to create tax-free income for life, you don't want to miss this. Watch now to uncover the 3-step playbook and see how to turn tax-deferred into tax-free, the smart way.

Timestamp
0:00 - Introduction
0:39 - Advantages of a Roth IRA
0:52 - Rental house analogy
3:47 - Roth IRA challenges
6:05 - Step 1: J-Curve investment
8:22 - Step 2: Split the Roth conversion
9:04 - Step 3: Tax offset

Copley Financial Group, Inc., is a retirement planning company that provides legacy and retirement planning solutions to individuals and families nearing or enjoying retirement. Our mission is to provide our clients with innovative strategies that help give them the financial security they deserve in retirement. Furthermore, making solid commitments and building lifelong client relationships are tenets of success at Copley Financial Group, Inc.

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Advisory services are offered through Copley Financial Group, Inc., an SEC-registered investment adviser. This content is intended for informational and educational purposes only. It should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax, or legal professional regarding your specific situation.

The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and provided for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.

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