Roth Conversions Explained (And How to Do Them Tax-Efficiently) скачать в хорошем качестве

Roth Conversions Explained (And How to Do Them Tax-Efficiently)

If you have a traditional 401(k) or IRA, you could be sitting on a tax time bomb. In this video, I explain what Roth conversions are, why they can be such a powerful strategy, and how to execute them tax-efficiently. I’ll break down when it makes the most sense to convert, the key mistakes to avoid, and the step-by-step process to make sure you minimize short-term tax pain while maximizing long-term benefits. With over 25 years of experience helping Christian families navigate retirement tax strategies, I’ll show you how conversions can save hundreds of thousands in lifetime taxes while aligning with biblical stewardship principles. Whether you’re approaching retirement, in a lower-income year, or simply want to create a tax-free legacy, this video will give you the clarity and framework you need to decide if a Roth conversion makes sense for you. -- John Moore & Associates Inc. is registered as an investment advisor with the U.S. Securities & Exchange Commission. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Additionally, the information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Nothing discussed should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Registration of an investment adviser does not imply a certain level of skill or training.