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

Written By Matthew Copley

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.

Matthew Copley

Matthew Copley throughout his career with various financial institutions has specialized in helping retirees and pre-retirees plan for and navigate their retirement. He believes you would be hard pressed to find a financial advisor in the greater San Diego area that is more passionate about maximizing retirement income while reducing taxes.

He is a financial advisor that enjoys helping people and it shows in the fact that he has conducted hundreds of educational workshops over the years. These workshops cover various retirement planning topics including “How To Maximize Social Security Benefits”, and “Understanding the Different Types of Annuities”, just to name a few. He loves to help people with their finances.

https://www.financialplannersandiego.com/matthew-copley
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