Are you optimizing your retirement tax strategy based on the right tax numbers? If not, at best, you will arrive at sub-optimal decisions. At worst, you may experience tax losses. 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 ].

0:00 Are you focusing on the right tax number?
0:38 Same Retirement, Two Tax Graphs
2:03 Calculation Mistake #1
3:48 Calculation Mistake #2
5:13 The Math Behind the Correct Way
7:13 Weighing Your Roth Conversion Options

Make sure you are solving for the right outcomes in your retirement. Let us know if you have questions below. Cheers!

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

🍿 Subscribe to our channel: [ Ссылка ]...

🏆 Join our Weekly Email Series: [ Ссылка ]

📈 Talk with us about your retirement plan here: [ Ссылка ]

📚 The New 60/40: How the Next Generation of Retirees Can Achieve Radical Financial Freedom through Better Safe Investing - [ Ссылка ]

Safeguard Wealth Management is an SEC Registered Investment Advisor. Safeguard Wealth Management is not an insurance provider. All content on Youtube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at [ Ссылка ]

свернуть