Roth Conversions can be incredibly beneficial when used well to decrease your lifetime tax liability.
2024 is a crucial year to consider Roth Conversions before brackets jump back up in 2016 (I know brackets don't feel low right now, but they are)!
Comment below:
- When are you planning to retire?
- Are you planning on implementing Roth Conversions?
Ari Taublieb, CFP®, MBA is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast.
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Timestamps
00:00 - Intro to Roth Conversions
1:20 - Brackets Are Changing
2:33 - When are RMDs?
4:00 - Roth Conversion Example
6:00 - Adding $700k@HMIBisonDollars
6:25 - CAULIFLOWER EXAMPLE!
7:33 - Roth Conversion Nuance
8:46 - Roth Conversions Can Help You Retire Earlier!
10:00 - Building A Custom Strategy
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eBook: The Complete Guide To An Early Retirement (FREE)→
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eBook: The Complete Guide To Health Insurance (FREE)→
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Early Retirement Expense Calculator (FREE) → [ Ссылка ]
PODCAST - [ Ссылка ]
INSTAGRAM - [ Ссылка ]
LINKEDIN - [ Ссылка ]
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