Roth Conversions Under 59½: How to Avoid the 10% Penalty ⚠️💡
Автор: SFA Wealth Management
Загружено: 2026-02-23
Просмотров: 17
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Thinking about a Roth conversion before age 59½? It can be a smart move... but only if you handle the tax bill the right way. As Larry and Erin Kennedy explain, using retirement funds to pay those taxes could trigger a 10% early withdrawal penalty, and that’s a mistake we want younger investors to avoid.
In this week’s interview, we break down:
👉 Why paying taxes with outside, after-tax money is essential
👉 How Peter helps clients decide if a Roth Conversion makes sense
👉 And why Roth conversions are so popular right now
If you’d like to determine if a Roth Conversion is right for you, please call us at 615-216-1048 or visit www.SFAWealth.com ... a little planning now can spare you a big penalty.
#rothconversion #retirementplanning #taxstrategy #financialadvisor #wealthplanning #taxsmart #moneymatters #retirementtips #investing101 #financialwellness
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