Build Tax-Free Income in Retirement: Roth Strategies скачать в хорошем качестве

Build Tax-Free Income in Retirement: Roth Strategies

When you check your 401(k) balance, do you think, “That’s mine.” Not so fast... Uncle Sam still takes a cut whenever you withdraw. That’s why Lance Gilman and Jeremy Barnard discuss Roth IRAs on this episode of Conquering Retirement. Unlike traditional accounts, Roth money is 100% yours—no surprise tax bills in the future. But here’s the key: Smart retirees are using Roth conversions to move money into the “tax never” bucket before rates rise. Taxes are currently at historically low levels, and this window won’t last forever. Want to see if this benefits your plan? Watch the full conversation and schedule a complimentary retirement review – simply call 207-241-7430. TIMESTAMPS 01:06 – Roth IRA Basics 02:32 – Steps to Get to Roth 04:56 – The Process of Converting a 401(k) 11:20 – The Downsides to Roth 16:10 – Legacy Roth IRAs 19:29 – What About for Charitable Donations? 24:20 – The SECURE 2.0 Act & 529 Plans 27:44 – Outro ============================================================================ 📅📅 𝗦𝗰𝗵𝗲𝗱𝘂𝗹𝗲 𝗮 𝘃𝗶𝘀𝗶𝘁 with us here 👇 https://nafinancialadvisors.com/#contact ============================================================================ 🔴🔴 𝗦𝗨𝗕𝗦𝗖𝗥𝗜𝗕𝗘 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲 𝗧𝗜𝗣𝗦:    / @northernalliancefinancial   ============================================================================ 📱📱 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀 Facebook:   / nafinancialadvisors   LinkedIn:   / about   Instagram:   / nafinancial   #RothIRA #RothConversions #RetirementTaxPlan #FinancialTips #TaxStrategy #WealthManagement #Maine #NorthernAllianceFinancial DISCLOSURE Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.