You Could Pay the Same Tax Rate as a Billionaire

Hanson McClain's Money Matters Weekend Update

View in browser here. (888) 2-HANSON EMAIL NEWSLETTER | December 19, 2015 Calculating the Tax Bite When Converting a 401(k) to a Roth IRA You could pay nothing in income taxes, or you could pay the same rate as billionaires. Determine how much can be converted without bumping you into a higher tax bracket. Q: I'm planning on retiring in three years, and my plan is to move my 401(k) into a Roth IRA. Do I have to move the entire account in one year? Or, can I move a portion each year so I can soften the impact on my income taxes? Design a Portfolio to Weather the Storm Fluctuations in the markets are not at all unusual. But those swings make it all the more impossible to "time" the markets and jump in or out as you chase returns (or try to avoid losses). So, how can you set about building a portfolio designed to weather the storm, while setting yourself up for long-term investment and retirement success? Tune into Hanson McClain's Money Matters Radio Show every weekend. Hanson McClain Advisors | (888) 2-HANSON | www.moneymatters.com Corporate Office | 8775 Folsom Blvd.Suite 100 | Sacramento, CA 95826 Hanson McClain offers advisory services in all 50 states. Hanson McClain Advisors is an investment advisor registered with the Securities and Exchange Commission. Update your email preferences to choose the types of emails you receive. Unsubscribe from all future emails *Scott Hanson (2011, 2012, 2013, 2014 & 2015) and Pat McClain (2012, 2013, 2014 & 2015). Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.