If you’ve left work entirely behind you, any amount owed to the IRS will come out of your retirement income and savings — both of which are intended to last the rest of your life.

However, there are strategies you can implement to minimize or eliminate your tax bill, which translates into more money staying with you. One option is a Roth IRA or Roth IRA conversion. There are other strategies too so let us help determine if one of those strategies is right for you

We can help you make the most of what you have!