How Roth IRA Conversions Can Help to Increase After-Tax Wealth Accumulation and Reduce the Tax Burden of Multi-Generational Wealth Transfer
August Monthly Meeting
Wednesday August 20, 2025
Location: CNY Community Foundation Ballroom or Zoom
Time 11:45 am - 1:00 pm
Speaker: Andy DelMedico, CFP
Partner and Senior Advisor at Solid Point Wealth Advisors
Bio: Andy is a Partner and Senior Advisor at Solid Point Wealth Advisors. He has more than 20 years of experience advising families, businesses, and non-profit organizations. He brings expertise across all aspects of wealth management, including asset allocation, objective setting, cash flow modeling, retirement planning, and multi-generational wealth transfer. Andy currently serves on the board of the Estate Planning Council of Central New York. Outside of work, Andy and his wife Jordan spend their time chauffeuring their 3 sports-obsessed sons to hockey, baseball, and soccer games across New York State and beyond.
Topic: How Roth IRA Conversions Can Help to Increase After-Tax Wealth Accumulation and Reduce the Tax Burden of Multi-Generational Wealth Transfer
While large one-time conversions of Traditional IRA assets to Roth IRAs have been broadly panned by many for their tax inefficiencies, a series of annually calculated conversions, particularly during the “donut hole” years of retirement, can offer surprisingly meaningful financial benefits. Not only can these conversions increase retirees’ tax flexibility, but they also have the potential to drive greater after-tax wealth accumulation, reduce estate tax liability on multi-generational wealth transfers, and lower the income tax burden of beneficiaries in the post-stretch era.
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Meeting ID: 471 078 1827
Passcode: 835134
