A Roth conversion is a process in which an individual converts funds from a traditional individual retirement account (IRA) or 401(k) plan into a Roth IRA. This type of conversion can be a powerful tool for retirement savings, as it allows individuals to pay taxes on their contributions up front
Stop by our Southlake wealth-management office, just off TX-114 and minutes from Westlake, Trophy Club, and Colleyville, to meet the team that’s guided North Texas families and business owners for 25 years. Mills Wealth Advisors delivers fee-only financial planning, retirement-income strategies, tax-efficient investing, and exit-planning expertise to clients across the Dallas-Fort Worth metroplex. Tap the map below for turn-by-turn directions or give us a call to book your complimentary discovery meeting today.