2Q 2021 Business Owners’ Outlook: The Rush to Retire

My Business

Our latest Business Owners’ Outlook reveals increased trend to sell.Nearly a year into the COVID-19 pandemic that has devastated our country and economy, business owners are feeling the effects—for better or worse—and taking action.Many business owners are experiencing burnout and exhaustion, resulting in a high percentage moving to retire earlier or looking to sell their companies.

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Episode 6: Roth IRA Conversion for High Earners

Bradley R. Crockett, CFP®, CEPA™️ |
Emerald GEMs
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June 9—The global pandemic has created challenging economic times. What strategies can high earners with retirement investments that are currently undervalued, or who expect a low-income year, take advantage of? National Director of Advanced Financial Planning, Bradley Crockett, discusses how this may be an opportune time to convert assets from a traditional IRA to a Roth IRA for long-term tax saving benefits.

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Benefits of a Roth IRA Conversion for High Earners

Bradley R. Crockett, CFP®, CEPA™️ |
Wealth Planning
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The threat of higher tax rates in the future emphasizes the importance of a tax-free source of income. For this reason, a Roth IRA can be a very effective planning tool. By preserving the Roth IRA for as long as possible, you are providing the opportunity for maximum growth to an account that can be income-tax-free.Benefits of a Roth IRAThe benefit of a Roth IRA is that it is essentially an income-tax-free vehicle.

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