5 Big Roth Conversion Mistakes High Earners Should Avoid! скачать в хорошем качестве

5 Big Roth Conversion Mistakes High Earners Should Avoid!

#retirementplanning #taxstrategy #wealthbuilding #RothConversion #RothIRA #TaxStrategy #IRMAA #NIIT #RMD #FinancialPlanning #RetirementStrategy #HighIncome #TaxTraps A Roth conversion helps provide "tax certainty." You pay a known tax today for a potentially larger tax benefit in the future. It is not a one-size-fits-all solution. A thorough, strategic review of your current tax bracket, MAGI, cash availability for taxes, and time horizon is mandatory before moving forward. Want to stay ahead of complex tax rules and avoid traps? Subscribe to our channel for more clear, unbiased information to help protect your assets If you liked the video, please give it a "Thumbs Up!"👍 & subscribe to see more! This video is for educational purposes only and is not specific financial, tax, legal or medical advice. Please consult an appropriate licensed professional for questions or applicability of any of the information in this video or on this page for your unique situation. 👉 Don’t miss these new planning opportunities. ✅ Book a consultation: https://calendar.app.google/btwWa3YYY... Connect with us! ============================= ➡︎Website: https://rockcrestfinancial.com/ ➡︎YouTube:    / @personalfinanceceo   Questions? Call to speak directly to an advisor on our team: 856-777-8997. ⚡️Interested in exploring how a comprehensive flat-fee relationship with a Personal Financial CEO can help you you achieve your goals, guided by your values? Our comprehensive financial planning services are provided for one, all-inclusive flat-fee that includes all planning, coordination, organization, accountability, investment management and advice. Visit us at: https://mailchi.mp/rockcrestfinancial... ⚡️⚡️IMPORTANT, PLEASE READ! Yes we are financial planners, but unless you are our client, we are NOT YOUR financial planner! The information presented in this podcast is intended for informational and educational purposes only and does not purport to be investment advice or an offer of investment advice, an offer to buy or sell any security or a recommendation of any investment strategy or course of action. Any graphs, charts, or calculations used are for illustrative purposes only. RockCrest is a state registered investment adviser in New Jersey and Pennsylvania, principally located in Somers Point, NJ. Registration does not imply a certain level of skill or training. Financial Disclaimer & Disclosure The Personal Finance CEO channel and this video is for educational purposes only and is not specific financial, tax, legal or medical advice. Please consult an appropriate licensed professional for questions or applicability of any of the information in this video or on this page for your unique situation. Viewing this content or use of this information does not create a financial advisor-client relationship. Use of information from this channel or materials linked to from this channel is at the user's own risk. Neither the Personal Finance CEO channel, RockCrest Financial, Steven Boorstein, nor Aiden Boorstein assume any liability for actions taken based on this information. Podcast Disclosure When we have podcast guests on this channel, realize that they may have financial interests, ownership stakes or advisory roles in companies or products mentioned during their appearances. ✅ Check out our full disclosures at: https://rockcrestfinancial.com