How to Determine the Best Way to Pay Federal Taxes on Large Roth Conversions скачать в хорошем качестве

How to Determine the Best Way to Pay Federal Taxes on Large Roth Conversions

For many high-net-worth retirees, executing a Roth conversion feels like a home run—a way to reclaim your future from the IRS. But while converting from a Traditional IRA to a Roth is a powerful strategy, the way you pay for that conversion can be the difference between a tax-free legacy and an accidental IRS penalty. This week, Adam Reed and Garrett Crawford dive into the tactical side of Roth conversions: the critical choice between estimated tax payments and federal tax withholding. They break down why your payment method matters for your long-term growth, the common traps of underpayment penalties in 2026, and how a "set it and forget it" withholding strategy might actually be shrinking your tax-free potential. Check out our free resource: https://www.retirementtaxmatters.com/... Submit a question for upcoming episodes:https://www.retirementtaxmatters.com/... Retirement planning can be a huge task. Do not tackle it alone. Join Garrett and Adam for weekly podcast episodes addressing relevant planning topics for high net worth retirees! 00:00 Intro 01:30 Roth Conversions How To 03:50 Withholding vs Estimated Payment 08:50 59 and a half Penalty 09:45 Utilize the Brokerage Account 17:05 Concerns with Estimated Payments 22:15 Conclusion 24:46 Outro #financialplanning #financialeducation #taxplanning #taxtips #retirement #retirementplanning #retireefinance #financialpsychology #investing #highnetworth #highincomeearners #savings #savingtips #taxpreparers #rothconversion #rothira Disclosure Statement: https://www.retirementtaxmatters.com/...