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Mesirow's Gary Pattengale Breaks Down Roth IRA Strategies for High Net Worth Investors
- Gary Pattengale, a CFP and Mesirow Wealth Advisor, explained Roth IRA strategies and pitfalls during a WGN 'Your Money Matters' radio segment on 2025-06-10.
- He addressed the growing popularity of Roth conversions and cautioned that they can cause unintended tax and Medicare cost increases if not planned carefully.
- Gary highlighted the benefit of strategically converting accounts during years with lower income and recommended maintaining a mix of Roth and traditional retirement accounts to protect against changes in tax policies down the line.
- He emphasized that taxes must be carefully considered in retirement planning and cautioned that lowering the amount converted to cover tax payments can significantly diminish the potential long-term benefits.
- His guidance suggests personalized, comprehensive planning is essential to optimizing Roth conversions and tax diversification for high net worth individuals.
21 Articles
21 Articles
Mesirow's Gary Pattengale Breaks Down Roth IRA Strategies for High Net Worth Investors
Roth conversions can reduce long-term tax exposure, but timing and execution are key.Tax diversification offers flexibility amid shifting tax laws and retirement income needs.We believe personalized planning beats blanket advice when managing wealth through retirement.
Mesirow’s Gary Pattengale Breaks Down Roth IRA Strategies for High Net Worth Investors
Roth conversions can reduce long-term tax exposure, but timing and execution are key. Tax diversification offers flexibility amid shifting tax laws and retirement income needs. We believe personalized planning beats blanket advice when managing wealth through retirement. CHICAGO, June 9, 2025 /PRNewswire/ — On a recent “Mesirow Monday” radio appearance on WGN’s “Your Money Matters” with Jon Hansen, Mesirow Advanced Planning Specialist and Wealth…
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