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Rightsizing for Retirement

What does your home really cost?

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Fax: (678) 319-0185

11255 Parsons Road

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Johns Creek, GA 30097

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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This website is a publication of NetWorth Financial Services, LLC, a registered investment adviser that only conducts business in jurisdictions where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.

Information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Medicare, Social Security, estate planning, and tax rules are subject to change at any time. Content was prepared by FMG Suite a third-party provider that is unaffiliated with NetWorth Financial Services.

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All investments and insurance strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. Historical performance returns for investment indexes and/or categories, usually do not deduct transaction and/or custodial charges or an advisory fee, which would decrease historical performance results. There are no assurances that a portfolio will match or exceed any particular benchmark.

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A Roth conversion may not be suitable for your financial situation. The primary goal when converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. Conversion decisions are based on tax brackets in place now. Roth IRA contributions are made with after-tax money. No tax deduction arises in the year when contributions are made. No account earnings, if any, may be withdrawn until at least five years have passed since the first contribution.

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