What is a Roth Conversion Ladder? (Part 1) - A Powerful Early Retirement Strategy скачать в хорошем качестве

What is a Roth Conversion Ladder? (Part 1) - A Powerful Early Retirement Strategy

Roth conversions are a powerful tax strategy for retirees in today's tax climate. There are over 39 different Roth conversion strategies you can perform. Each has benefits and drawbacks. One of these strategies is especially popular: a Roth conversion ladder for early retirement. Early retirement is riddled with obstacles that you need to overcome. From being able to tap retirement accounts early to determining healthcare options for early retirement. In these situations, Roth assets can be worth their weight in gold. How can soon-to-be retirees gain an advantage and fund their Roth IRAs for early retirement? A Roth conversion ladder. In this video, we discuss the ins and outs of a Roth conversion ladder. We cover: ✅ How a Roth Conversion Ladder works ✅ How a laddering strategy can sidestep the 5-year Roth Conversion Rule ✅ Why performing a Roth conversion while working can give you a powerful advantage in retirement even if your working tax rate is higher than it will be in retirement ✅ How to set up a Roth conversion ladder strategy - - - - - - - - - - - - - - - - - - - - - - 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 'Retirement Mastery' Facebook Group: https://bit.ly/retirement-mastery-group 📈 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 a Registered Investment Advisor in the State of WI. 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...