5 Reasons NOT to Convert to a Roth IRA скачать в хорошем качестве

5 Reasons NOT to Convert to a Roth IRA

We’ve published a lot of content that highlights how Roth conversions can be a helpful tax planning strategy for someone who is preparing for or going through retirement. However, Roth conversions aren’t for everyone. There are also reasons not to convert to a Roth IRA. Timestamps: 00:00 – Introduction 01:49 – The 5 Reasons Not to Covert to a Roth IRA 04:43 – 1. You Think Your Tax Rate Will Be Lower in the Future 06:47 – 2. Your RMDs Won’t Force You Into a Higher Tax Bracket 10:05 – 3. You’re Planning to Make QCDs 12:04 – 4. You Don’t Have the Money to Pay the Tax 16:19 – 5. Life Expectancy 20:49 – What We Learned Today Roth Conversion Case Studies: https://bit.ly/4avIISG Become a Rothaholic: https://bit.ly/3wLqQp0 Tax Rates Sunset in 2026: https://bit.ly/3wBryW1 Financial Planning Tool: https://bit.ly/4bqy0hJ Meet with Us: https://bit.ly/4azw0lT Maximizing In-Plan Roth Conversions with Mary James:    • Maximizing In-Plan Roth Conversions f...   Roth Conversion Questions from the Internet:    • Roth Conversion Questions from the In...   What Is a QCD?:    • What Is a QCD? Qualified Charitable D...   Taxes on Retirement Income:    • Taxes on Retirement Income   What is Longevity Risk and How Do You Plan for It?:    • What Is Longevity Risk and How Do You...   Examining Municipal Bonds in 2024:    • Examining Municipal Bonds in 2024   _______________________________________________________ Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC. The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.