OAK STREET ADVISORS
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ARE YOU READY TO RETIRE?

Should You Convert to a Roth IRA

Looking forward to the next chapter of your life? While retirement can be a rewarding and exciting new phase of your life, it can also be filled with worry and trepidation.

Make sure you are on the right track by developing a personalized financial plan. As fee-only financial planners and wealth advisors we can answer many of the questions that you will face in your retirement years:
​
  • Can I retire now or should I wait?
  • What strategies can I use to reduce my healthcare premiums and expenses before I qualify for Medicare?
  • How much income can I count on in retirement?
  • What strategies should I implement to minimize taxes in retirement?
  • What retirement "traps" should I be aware of and how can I avoid them?
  • Are my investments in the right place to generate the income I need?
  • What's the optimal way to withdraw my retirement assets to minimize taxes?
  • How does my annual income affect my Medicare insurance premiums?
  • When should I begin taking my Social Security benefits​
  • HOME
  • SERVICES
    • Financial Planning
    • Tax Planning
    • Fiduciary Investment Management
    • Small Business Planning >
      • Business Retirement Plan Advisory
  • ABOUT US
    • WHAT IS A FEE ONLY ADVISOR?
    • FREQUENTLY ASKED QUESTIONS
    • OUR TEAM
  • SCHEDULE AN INTRO CALL
  • BLOG
    • BLOG
  • CONTACT A FINANCIAL PLANNER
  • FORM ADV PART 2
  • IS A ROTH IRA RIGHT FOR YOU?