ROTH IRA Conversions
At BD Oxford Financial, we guide our clients through the complexities of ROTH IRA conversions. Our comprehensive approach ensures that you understand the benefits of tax-free income and how to achieve it without reducing your principal. Our team provides personalized strategies tailored to your unique financial situation, helping you optimize your retirement savings and minimize tax liabilities. Explore our ROTH conversion services and discover how we can help you secure a financially stable future.
ROTH IRA Conversions
Enjoy the benefits of tax-free conversions with our ROTH Conversion strategy.
Life Insurance
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Charitable & Estate Planning
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Simplified Rollovers
Seamlessly transition your retirement accounts.
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Diversify your portfolio with low-risk investments.
1. Discovery
Appointment
Our first appointment is a no-obligation "fact finding" to determine what your retirement income streams will look like, and which are taxable. We'll take into account all income sources - including Social Security.
2. We Build Your Comprehensive Plan
We'll look for tax advantages as determined by your income streams and liquidity requirements in retirement. We'll determine and present which retirement accounts may benefit from a Roth Conversion.
3. Strategy Appointment
We present the plan and answer your questions. We make any adjustments needed based on your feedback.
4. Implementation Appointment
After all of your questions have been answered, it's time to implement the plan.
Following implementation, we would expect to meet with you at least once a year for a financial check-up.