THE ROAD LESS TAXED • 79 tt oh et hceocnovnevres ri os ino, n oi un rc o mp reo. j eI nc st itoena ds oafc ot uwailnl yg $s1h0o0w, 0e 0d 0 hi ni mt a xoews i onng $13O2f,c0o0u0risne,t$ax1e3s2d,0u0e0tios tshtialtl atalxotdlroifwt.er than $471,000, right? So h e Awta tshfiese pl i no igngt oiondoaubroaunt acloyns vi se, rRt iynagnhhi safdu na dcsh. o i c e t o c o n s i d e r :
Keep his IRA
Pay $471,000 in potential taxes
Convert it to a Roth IRA Pay $132,000 in potential taxes Example shown for illustrative purposes only and is not guaranteed. Actual results may vary. t h eOpf octoeunrtsi ael, tt ahxi se sa nRaylayns iws owual sdnp’ tayyeitn ceoamc hp laept ep.r Wo aec hh, abdu at nwael yazles do hI RaMd At Ao . cRael cmuel amt eb eort hI Re Mr Ag oAv? eIrtn’ smt ehna tt af ededsi t i—o n aml of eset si ma vpeor rs t ac onut llyd, p a yS ionnc et ocpo no vf et hr seiior nMs ei md i pc aa rc et tparxeamb li eu mi n sc ,obma es e, bd oot nh tdhueriirn ign tchoemceo. n - vf eeerss.i oTnh ias nadn aa lf yt es ri swoa nr dl y, Ii nacl lsuod ne se et dh ee dI Rt oM aAnAa lfyr zoem Rtyhaen $’ s5 I0R0M, 0A0 A0 h e ’Hs ec or en’ssi dwehrai nt gwfeo rf ocuonndv:e r s i o n .
Total IRMAA Paid Keeping his IRA Total IRMAA Paid Converting to a Roth
$40,000
$6,000 Example shown for illustrative purposes only and is not guaranteed. Actual results may vary.
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