Is your Roth Conversion strategy designed to optimize the goal that is more important to you? Are you making one of the mistakes in this video? 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 ].

Timestamps:
0:00 Fixing 10 Roth Conversion Misconceptions
0:10 #1 - There An Inherent Benefit to Roth Assets
1:48 #2 - Anything I Convert Will Be Satisfactory
4:37 #3 - Next Generation Misconceptions
7:01 #4 - You Need to Wait 5 Years to Touch Your Conversion
7:47 #5 - Roth Conversions Prevent Roth Contributions
8:29 #6 - Conversions Only Make Sense if You Pay Taxes Outside of Your IRA
9:44 #7 - I Can Pay Conversion Taxes Next April
11:09 #8 - There is Just One Conversion Goal
12:18 #9 - Tax-Free Retirements are Great!
13:46 #10 - I Need to Be Done With Conversions Before RMDs

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Always remember, "You Don't Need More Money; You Need a Better Plan"

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