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Retirement Income Plans and IRA Rollovers


Should you leave your money where it is, transfer it into another plan, or roll-over your money into an IRA?  


The choice you make has implications that will affect your retirement portfolio.

We can help plan and execute the best option for you, allowing your money to potentially grow tax-deferred while providing you with more customizable investments.

Roth Conversions and Alternatives – Know the Pros and Cons


Converting a traditional IRA to a Roth IRA can provide tax-free growth potential and tax-free withdrawals in retirement.  However, it’s important to make sure a Roth conversion is right for you.

Many retirees convert their traditional IRA — subject to income taxes, on all earnings and deductible contributions only to discover they would have been better off if they hadn’t converted their Roth.  At Owens Financial Group, our team helps you navigate your options to make sure a Roth conversion is right for you.

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