How Much Should You Roth Convert? (The Higher Your Income, The Trickier It Gets) скачать в хорошем качестве

How Much Should You Roth Convert? (The Higher Your Income, The Trickier It Gets)

So you've decided to do a Roth conversion, now it's time to determine just how much to Roth convert. In this episode of Joe Knows Retirement, Joe goes through several case studies to show all the considerations that go into determining the right Roth conversion amount based on your financial situation. Including factors like pensions, social security, Medicare premiums, capital gains, and more, he demonstrates the complexity of Roth conversions and the importance of working with a professional when doing them, especially if you've saved over $1 million in tax-differed vehicles. 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 #retirementplanning #rothconversion Timestamps: 00:00 Intro 01:19 Who should do a Roth conversion? 04:43 How do you determine how much to Roth convert? 06:18 Considerations for Roth conversions 07:53 Chart Case Study #1 13:34 Chart Case Study #2 20:25 Putting it all together 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your specific situation, none of this information can serve as tax, legal, insurance, or financial advice, and may be outdated or inaccurate.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.