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The Financial Harvest Wealth Advisory team strategically performed $1.5M of Roth conversions for 60 clients in 2020. At the time, the market was suppressed during the pandemic.
This $1.5M will grow tax-free for the remaining decades of their lives and an additional decade for their beneficiaries. Assuming that is 40 years, the $1.5M could grow to $24M tax-free at 7%+ returns, saving $7.2mil in taxes on the growth at the 32% tax rate.
This information is intended to be used for educational purposes only and does not constitute tax, legal, or investment advice.
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