Avoiding Tax Pitfalls Related to Roth IRA Conversions

Avoiding increases in future medicare premiums, net investment tax, alternative minimum tax, and federal income tax can be much more complicated than one might think.

During this presentation, you will learn how to properly conduct a Roth Conversion to avoid a spike in unexpected taxation.

Sam will discuss how to conduct your analysis and determine your best path forward. He will address special considerations for those with incentive stock options as a part of their retirement savings. Sam will discuss little-known tax-saving benefits for business owners who may be evaluating a Roth conversion strategy.

This event is back by popular demand and one of the hottest topics on the mind of Tellico retirees. You do not want to miss this opportunity to learn why 99% of those considering Roth conversions end up paying unnecessary taxes during this process.

Samuel Tutko is a highly skilled Enrolled Agent with the IRS and the Vice President of Tax Planning for Miser Wealth Partners, LLC. Miser Wealth Partners, LLC, is a full-service wealth management delivering complete tax, legal, and investment advice to affluent retirees. Mr. Tutko is a University of Tennessee Haslem Business School graduate with two Bachelor of Science Degrees in Macroeconomics and Public Finance. Mr. Tutko is working toward his Certified Public Accountancy certification at the University of Tennessee and expects to have this certification by the Summer of 2024. His passion and commitment to delivering premium advice on tax topics related to retirees in the region are unmatched by most tax professionals.