Episode #265: Potential for 3 Discounts on Strategic Roth IRA Conversions By Brian Manderscheid | November 28, 2022 Life Insurance, Money Script Monday Share this post Share Tweet Share with a client Share with a colleague Many people use the holiday season as a time to reflect on the past 12 months and asses finances. As you meet with your financial advisor and /or tax professional on year-end tax planning strategies, this is the perfect an opportunity to discuss how you could potentially reduce your future tax obligations. Roth IRA conversions are essentially a way to convert retirement accounts into a tax-free account. In this episode of Money Script Monday, Brian reveals 3 discounts that could help you create tax-free income and growth in retirement: tax rate discount, market value discount, and tax base discount. Resources Provided for This Episode Video Transcription Whiteboard Image Want consumer-friendly videos sent to your inbox every week? Sign up to receive to receive LifePro's weekly Money Script Monday video series providing financial clarity, dispelling myths, and showing you how money works in 10 minutes (or less). Subscribe now! Have any questions? Give us a call at 888-LIFEPRO or email us at firstname.lastname@example.org. Want to learn more about how we can help with your unique financial situation? Fill in your contact information below, and we'll get started right away! Advisory Services offered through LifePro Asset Management, LLC. The information presented here is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. About Brian ManderscheidBrian Manderscheid is the Vice President of Case Design at LifePro. He works with financial professionals designing advanced case illustrations that are built for longevity and are always in the best interest of the client.