Recover Your Tax Hit With THIS Roth IRA Conversion Strategy скачать в хорошем качестве

Recover Your Tax Hit With THIS Roth IRA Conversion Strategy

To learn more about our Supercharged Roth IRA Conversion Strategy, call us at ☎️ 408-502-7080 (No Cost & No Fee) Or, submit a request through our website: https://retiringoptions.com/contact-us/ Roth IRA conversions can be a powerful way to reduce taxes later in retirement. But for most people, the real hesitation isn’t the Roth itself — it’s the huge tax hit upfront, especially when larger conversions are involved. That’s why we hear this question all the time: “How do I make up for the tax bill when I do a Roth conversion?” In this video, we walk through the exact framework behind what we call our Supercharge Roth Strategy — a planning approach we’ve used with thousands of clients to help recover the upfront tax cost of a Roth conversion in as little as 2–4 years, often within just two planning meetings. You’ll see how we think about breakeven timelines, cash-flow replacement, and why the order of your retirement strategies matters just as much as the Roth conversion itself. If you’re considering a Roth conversion — or wondering whether the tax hit is actually worth it — this is a must-watch. ================================== 🚩 SUBSCRIBE TO OUR CHANNEL 🤳 Call us to help you with Guaranteed Income and Health Care Planning. ☎️ 408-502-7080 www.RetiringOptions.com Your Retirement Advisors (21+ Years) Kai & Ann Chung & Gracie (Our Retirement Puppy) KCIIS (KC Independent Insurance Solutions, LLC) ⚠️ Important: While we consulted our CPA, we are not CPAs. This video is for educational purposes only. Always verify your personal situation with a licensed CPA or tax professional. ================================== ▶️ Related Videos: THE Strategy No One Talks About to Lower RMD Taxes | More Than Roth Conversions    • THE Strategy No One Talks About to Lower R...   ================================== 4️⃣ Hybrid Pension Playlists Step 1: 5 Annuity Types | Terminologies | Design Purposes    • Step 1) 5 Annuity Types & Riders | Termino...   Step 2: “Do I REALLY Need an Annuity & Is Now the Best Time?” (Comparing Hybrid Pension vs. Investments)    • Step 2) “Do I REALLY Need an Annuity (Comp...   Step 3: Our Best Strategies & Pros & Cons with Fixed Indexed Annuities    • Step 3) Staging & Laddering Strategies   Step 4: DISCLOSURES: Beware of Annuity Scams & Bankruptcy Explained    • Step 4) How to Read the Fine Print & Bankr...   ================================== 📖 CHAPTERS 00:00 Why People Don’t Do Roth Conversions 01:08 Solving the TRUE risk of Roth Conversions 02:11 Real Client Example 03:16 What Is My Breakeven Points? 03:35 Strategy 1: CDs & MYGAs 04:09 Strategy 2: The Market 05:02 Strategy 3: Hybrid Pensions 06:07 2 Other Factors To Consider 07:20 Benefits of Emotional Freedom 8:44 Converting In Low vs High Tax Bracket 10:04 Why Your Advisor Doesn’t Show This 11:36 Who This Roth Strategy Works For and Doesn’t 12:08 Other Benefits of FULL Roth Conversions #rothconversions #rothira #hybridpension #annuity #guaranteedincome #KCIIS