Roth Conversion Planning | Bogart Wealth's Learning Series скачать в хорошем качестве

Roth Conversion Planning | Bogart Wealth's Learning Series

Bogart Wealth’s Learning Series webinar hosted on February 14th, 2024 with Brian Windsor, CFP®. Call, log in, or visit to learn how we can help. 703-570-8651 bogartwealth.com Brian Windsor has over 15 years of investment management and financial planning experience with a passion for providing financial life advice to clients and their families. As a Vice President, Financial Advisor, Brian supports clients who seek to grow, protect and transfer assets with disciplined advice aimed at helping clients live a richer, fulfilled life. Brian is a CERTIFIED FINANCIAL PLANNER™ (CFP®). He holds a Bachelor of Arts in Economics from the University of Maryland, Baltimore County. Prior to joining Bogart Wealth, Brian spent over 11 years with Fidelity Investments and 4 years with T. Rowe Price. Brian lives in Northern Virginia with his wife Lisa, their two children and two dogs. Outside of work Brian enjoys watching the Baltimore Orioles, cooking for his family, music and traveling. https://bogartwealth.com/important-di... 00:00 Introduction 01:49 Why Bogart? 08:57 Retirement Readiness Series 09:41 Agenda 10:06 Qualified Accounts 13:20 Contribution Limits 2024 16:13 Roth Accounts 18:33 Basics - Roth IRA Conversions 19:40 Reasons to Convert 24:40 Pre-Tax vs. After-Tax Example 26:52 Surplus Required Minimum Distributions 27:24 Conversion Decision Tree 28:02 Roth Conversion 36:02 Roth Conversion Strategies 36:44 Retirement Savings Outside of the Savings Plan 40:34 Conclusion 41:54 Q&A