Roth Conversion with an Annuity (How It Works + When It Makes Sense)

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If you’re thinking about doing a Roth conversion, you’re probably looking for a smart way to reduce future taxes and create more flexibility in retirement. But here’s what most people don’t realize: a Roth conversion and an annuity can work together in the right situation to help you manage taxes, protect principal, and create reliable income later on.
In this video, we break down how it works, what to watch for, and when this strategy may actually make sense.
✅ What a Roth conversion is (and why it can be powerful)
✅ How annuities fit into tax planning and retirement income strategy
✅ When doing a Roth conversion might make sense (and when it doesn’t)
✅ How to reduce tax surprises during the conversion process
✅ Fixed annuity vs. fixed indexed annuity options to consider
✅ How income planning changes once money is inside a Roth account
✅ Mistakes we see people make with Roth conversions all the time
✅ What to do if you want help modeling your own numbers
Want help building the right plan for your Roth conversion?
At Diversified Insurance Brokers, our advisors help clients nationwide compare retirement strategies that balance growth potential, tax efficiency, and guaranteed income planning.
✅ Compare annuity options from top-rated carriers
✅ Build a strategy to convert IRA dollars efficiently
✅ Create a long-term income plan you can actually rely on
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