We’ve all heard of Roth conversions….paying taxes today for tax free income or legacy down the road.  The legacy will still have PA inheritance taxes due on it at 4.5% - 15%. What if you did a Legacy Conversion instead?  This is for those of you who may not need all of your IRA to live on!  The Legacy Conversion has similar benefits to the Roth Conversion, BUT, it can increase the value of the legacy tremendously, cover your LTC expenses with extra money that you wouldn’t have in a Roth Conversion….still have cash available if you needed it and pass the legacy money probate free and inheritance tax free to your loved ones!  If you are looking for a maximum legacy plan, we can help you achieve it! See omnystudio.com/listener for privacy information.

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