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An alternative to Roth conversions, LIRA helps clients convert taxable assets into tax-free, guaranteed wealth and legacy.
What do most advisors use to mitigate tax risk on retirement assets? They default to the almighty Roth conversion, of course. The truth is that a Roth conversion is not always the answer. For one thing, clients are stunned with a hefty tax bill and immediate drop in the account value. Some may have enough time to make up for the loss and bet on the market, but those aren’t sure things. It could take 12 years or more to recoup all the losses.