Costly Roth Conversion Mistakes and How to Avoid Them скачать в хорошем качестве

Costly Roth Conversion Mistakes and How to Avoid Them

Roth Conversions can be a wonderful tool to create tax-free income in retirement. However, there are common mistakes when implementing Roth Conversion and James teaches you how to avoid them in this video! Timestamps: 00:00 - Introduction 1:58 - Roth Conversion Today 3:04 - Future Taxes 4:57 - Life Insurance 6:59 - Muni Bonds 8:50 - RMDs! 10:17 - Bracket Changes! 11:05 - Roth Conversion Nuances 12:03 - Saving On Taxes In Retirement 12:31 - Working With Us! Learn the tips & strategies to get the most out of life with your money. Get started today → https://www.rootfinancialpartners.com/ Subscribe to be notified for future videos:    / @rootfp   Join Community → https://root-collective-58ba64.circle... _ _ For more resources and content, check us out below! Website // https://rootfinancialpartners.com/ Podcast // http://readyforretirement.co/ Instagram //   / rootfinancialpartners   Facebook //   / rootfinancialpartners   LinkedIn //   / 18347030   Other videos we think you'll like: About Root:    • Financial advisors with heart.   Worried about retirement? Start here:    • Worried About Retirement..Start With a Bla...   -- Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation. The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal. Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements. Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.