When you perform a Roth Conversion, you are deciding to pay taxes today to get out of future taxes. Are you getting the most out of the taxes you are currently paying?
How do you know?
You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to [ Ссылка ].
Here is a link to Part 1 in this Roth Conversion Timing Series - [ Ссылка ]
Timestamps:
0:00 The Best Roth Conversion Timing Strategy in 2023
0:43 Roth Conversion Timing Recap
1:45 #1 - The Underlying Portfolio Matters
4:56 #2 - The Amount of Time You Will Be Converting
7:02 #3 - A Deeper Dive into the Data
8:32 #4 - Fine Tuning the Drawdown Filter
10:30 Answering a Common Objection
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Always remember, "You Don't Need More Money; You Need a Better Plan"
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