Calculating Roth Conversions - Is a Roth IRA conversion right for you this year? скачать в хорошем качестве

Calculating Roth Conversions - Is a Roth IRA conversion right for you this year?

Is a Roth conversion right for you this year? What are the short-term tax consequences and the long-term benefits. Free calculator demonstrated https://www.boldin.com/retirement/rot... Modeling tool: Boldin PlannerPlus https://www.retirebeforedad.com/BoldinYT 14-Day Free Trial (affiliate) This video is not sponsored. However, the above link description is an affiliate link, which means I earn a commission if you click it and become a paying customer, at no extra cost to you. Subscribe to the RBD Newsletter (free) https://www.retirebeforedad.com/x/ Watch as I execute a Fidelity Roth conversion live.    • Fidelity Roth Conversion - Watch as I...   Boldin reviews https://www.retirebeforedad.com/boldi...    • Boldin Review & Tutorial - helping us...   Video Editing Software https://www.retirebeforedad.com/Descr... 0:00 Intro 0:24 Roth Conversions Basics 1:27 How Much to Convert 2:22 Scenario #1 (Lower Income) 5:41 Scenario #2 (Higher Income) 9:40 Boldin PlannerPlus 10:50 Long-Term Effects 12:42 Modeling a Roth Conversion 13:05 Outputs 14:40 Roth Conversion Explorer 18:51 Benefits and Considerations 21:24 Outro Watch RBD demonstrate the Boldin Roth Conversion calculator and model a Conversion with the Boldin PlannerPlus software.