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Impact of Portfolio Return on Your Roth Conversion Strategy (Surprising)

Are you uncertain if your Roth Conversion strategy is best for your retirement? What happens if your portfolio return is 1-2% higher or lower than you expected? Is your current strategy still optimal? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact. Timestamps: 0:00 How Much Does Growth Rate Affect Roth Conversions? 0:13 The Main Catalyst For Roth Conversions 1:19 Why You Will Have an Increasing RMD... 2:30 The Wide Dispersion of Portfolio Returns 4:02 Case Study: Benchmark Example 6:17 RMD Growth in a "Normal" Environment 7:57 RMD Growth in Higher/Lower Return Environments 8:40 Optimal Roth Conversion Strategy Based on Growth Rate 11:19 Additional Context: Does Portfolio Return Matter? - - - - - - - - - - - - - - - - - - - - - - - - Always remember, "You Don't Need More Money; You Need a Better Plan" 🍿 Subscribe to our channel: https://www.youtube.com/channel/UCVMA... 🏆 Join our Weekly Email Series: https://bit.ly/weekly-email-series 📈 Talk with us about your retirement plan here: https://www.safeguardinvest.com/contact 📚 The New 60/40: How the Next Generation of Retirees Can Achieve Radical Financial Freedom through Better Safe Investing - https://www.amazon.com/New-60-Generat... Safeguard Wealth Management is an SEC Registered Investment Advisor. Safeguard Wealth Management is not an insurance provider. All content on YouTube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at https://www.safeguardinvest.com/fiduc...