Retirement
“My income fluctuated drastically lower this year due to a sabbatical, does it make mathematical sense to execute a massive Roth conversion while I am in a lower marginal tax bracket?”
CommonStrategy Session · 90 min · $240
The right retirement account can be one of the biggest tax levers you have — especially when self-employed. Which one saves the most depends on your situation.
In your 90-minute session, the KGOB advisor handling it will:
- Read your exact situation and tell you, in plain English, what’s actually going on.
- Lay out your options and the trade-offs — no jargon, no judgment.
- Give you a clear next step you can act on, whether that’s with us or on your own.
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This page is a prompt to start a conversation, not tax or legal advice, and states no tax-law specifics as fact. A consult session does not by itself create an ongoing engagement. We do not promise specific outcomes or savings. Kohari Gonzalez Oneyear & Brown PLLC — Charlotte, NC.
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