Quote:
Originally Posted by Shadetree930
The Roth conversion concept was pitched to our management high earners by an 'independent' financial adviser as a way to pay less income tax over our investment time horizon. At the time of the pitch Obama was in the WH and the underlying assumption was there would be rampant income tax increases coming to cover government debt.
I discussed with my adviser and he was not a big fan of the concept.
Glad I listened to him.
|
Hey Shadetree....will send you a pm. Moving to Lake Hartwell and at almost 60, it’s time to talk with an honest investment person. Greenville is where I’ll be flying in and out of and we love the downtown area. If your guy is solid, may ask you for a referral.