5 Types of People Roth Conversions Almost ALWAYS Make Sense For скачать в хорошем качестве

5 Types of People Roth Conversions Almost ALWAYS Make Sense For

Roth conversions aren't always the best investment option for everyone, but for these five types of people, they almost always are. In this episode of Joe Knows Retirement, Joe discusses five types of people who will nearly in all cases benefit from doing a Roth conversion. From people with over $1 million in tax-deferred investments to people who have a pension, Joe shares about the unique opportunity they have in this video. Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/sc... 🎥 Subscribe to our channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe’s book “I Hate Taxes”: https://keap.page/bsd964/toolkit-yout... 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/... 📞 Apply to talk with us: https://peakretirementplanning.com/sc... #retirement #rothconversion #pension Timestamps: 00:00 Intro 01:47 What is a Roth conversion? 03:36 Person 1. Someone who is retired with no income and no social security yet 07:11 Person 2. Someone with at least $1 million in tax-deferred investments 12:11 Person 3. Someone with a pension 14:15 Person 4. Someone in a marriage where there is a big age gap or a spouse in bad health 15:45 Person 5. Someone who expects their children to be in a higher tax bracket Disclaimer: Since we do not know your specific situation, none of this information can serve as tax, legal, insurance, or financial advice, and may be outdated or inaccurate. The information comes from sources believed to be reliable but cannot be guaranteed. This content is prepared for educational purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Peak Retirement Planning, Inc. is a Securities and Exchange Commission registered investment adviser and able to offer advisory services in Ohio and in other states where registered or exempt from registration.