Video: Roth Segregation Part 1: IRA Tax Law

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Roth Recharaterizations are no longer part of the tax code.

For a description of how this changes this Roth conversion strategy, read “No Roth Recharacterizations After 2017?”

A complex technique called “Roth segregation accounts” could earn your investments an extra 30% over the next two years.

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We have no secret ingredient at Marotta Wealth Management. Instead, we openly and publicly publish our strategies as articles on our website.

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President, CFP®, AIF®, AAMS®

David John Marotta is the Founder and President of Marotta Wealth Management. He played for the State Department chess team at age 11, graduated from Stanford, taught Computer and Information Science, and still loves math and strategy games. In addition to his financial writing, David is a co-author of The Haunting of Bob Cratchit.