Roth Conversion Analyzer
Free your assets from unnecessary taxes
As the country continues to deal with rising federal budget deficits, underfunded entitlement programs, and turbulent markets, increased taxes on forced portfolio withdrawals in retirement are one of the greatest risks and uncertainties for our clients and the investing public.
Accordingly, successful doctors take advantage of a Roth conversion of money in their qualified accounts (401k, IRA) to remove this uncertainty and lock in tax-free growth.
There are no income limits for a Roth conversion and, while they may trigger a taxable event, successful physicians can mitigate their tax bills by pairing strategies with our other structures.
Read our full whitepaper for more information.
You can also use the calculator below to determine whether a Roth conversion for your qualified assets is right for you.
Scheduling a free consultation
For over 30 years, our firm has helped successful physicians and dentists across the country maximize the efficiency, control, and safety of the conversion of their earnings into spendable savings.
Our five question loss test can identify how much of your earnings and savings are currently being lost to unnecessary taxes and risk.
Our eBook and webinar provide financial education on the structures that move you to financial independence and personal significance.
Our monthly eNewsletter provides updates on the structures and strategies important to doctors.
Click the link below for a free consultation and free financial analysis.
You may schedule your time with us electronically here.
Jeffrey Taxman, MBA
Physicians Financial Services
402.399.8820 (o) | 402.681.9007 (m)
402.397.9510 (f) | [email protected]
Matthew Taub, JD
Physicians Financial Services
402.399.8820 x105 (o) | 531.375.5962 (d)
402.960.2571 (m) | [email protected]
Physicians Financial Services specializes in the unique financial needs of doctors and their families, as well as other productive individuals. A national practice, PFS has administrative offices in Omaha, Nebraska.
You Need Not Be a Doctor: we also work with other productive individuals with similar financial needs.
All information provided by Physicians Financial Services is for information purposes only and is not, and does not constitute or intend to constitute, investment advice or any investment service. Such information also is not and should not be deemed to be an offer to purchase or sell or a solicitation of an offer to purchase or sell, or a recommendation to purchase or sell any securities or other financial instruments. The content in this promotional literature is based on sources that are considered reliable. No guarantee is provided on its accuracy, correctness or completeness either express or implied. The information provided is purely of an indicative nature and is subject to change without notice at any time. The information provided does not confer any rights. The value of your investment may fluctuate. Results achieved in the past are no guarantee of future results. You must make your own independent decisions regarding any securities or other financial instruments mentioned herein. You are advised to seek professional advice as to the suitability or appropriateness of any products and their tax, accounting, legal or regulatory implications.
DOCTORS’ FINANCIAL EDUCATION. Financial Education Series. | © Copyright 2022 Physicians Financial Services. | Jeffrey L. Taxman, MBA, | PFS Consulting LLC | 1810 South 108th St., Omaha, NE 68144, [email protected], 402.399.8820 (o), 402.397.9510 (f)