I'm 60 with ALL PRE-TAX (401k, IRA, etc.). How Do I Minimize Taxes (ROTH CONVERSION CASE)? скачать в хорошем качестве

I'm 60 with ALL PRE-TAX (401k, IRA, etc.). How Do I Minimize Taxes (ROTH CONVERSION CASE)?

Interested in a custom strategy to retire early? → https://vwo3759x8i7.typeform.com/earl... Get access to the same software I use for my clients and join the Early Retirement Academy here → https://ari-taublieb.mykajabi.com/ear... In this video, We will discuss tax planning strategies for individuals with most of their retirement savings in pre-tax accounts like 401ks or IRAs. Using a couple's case study, we'll discuss how to optimize retirement savings and minimize taxes through Roth conversions. The video also covers the importance of proper cash flow management and strategic planning to avoid high tax payments in retirement. –––––––––––––––––––––––––––––– Time Stamp 00:00 Intro  00:54 Intro to Case Study  01:52 What are Tax Brackets  02:55 What happens when RMDs come into the picture 05:24 Dont let your accounts grow unnecessarily 06:01 What Happens When You Do Conversion  07:21 Don't convert 09:26 Summary Conclusion  10:30 Work With Us –––––––––––––––––––––––––––––– eBook: The Complete Guide To An Early Retirement (FREE)→ https://rootfinancialpartners.com/ear... eBook: The Complete Guide To Health Insurance (FREE)→ https://rootfinancialpartners.com/hea... Early Retirement Expense Calculator (FREE) → https://rootfinancialpartners.com/cas... PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM -   / earlyretirementari   LINKEDIN -   / aritaublieb   What video topic would you like to see discussed in a future video? Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast. –––––––––––––––––––––––––––––– 📣 Are you taking advantage of tax planning before 2026? Most people hoping to retire early know they're leaving money on the table but don't know how to fix it. 👉 Subscribe to our channel and press the bell icon. ––––––––––––––––––––––––––––– ⚠️ "DISCLAIMER:⚠️ 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. We do not provide tax preparation or legal services. Always consult with your CPA or attorney regarding your specific situation. Viewing this video does not create an advisory relationship with Root Financial. We only provide advisory services to clients under a written agreement. Investment strategies discussed may not be suitable for everyone. All investments involve risk, and past performance is not indicative of future results. Any opinions expressed are as of the date of recording and are subject to change. Comments left on this video reflect the views and opinions of the individual commenters and do not necessarily represent the views of Root Financial Partners, LLC. Comments should not be considered a testimonial or endorsement of our services and have not been solicited or compensated. Root does not verify the accuracy of comments and is not responsible for their content.