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Should You Roth Convert into the 32% Bracket for a More Tax Efficient Retirement?

Is your Roth Conversion plan optimized to deliver the most tax-efficient income stream to you in retirement? 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. Many of us know we need to be Roth Converting in retirement to save on taxes. Both while alive and after we've passed. But just how aggressive should you be with Roth Conversions? Should you convert as high as the 32% bracket? This is a question we analyze in this video: Timestamps: 0:00 Should you Roth Convert into the 32% Bracket? 0:37 Tax Rate Today vs. Tax Rate in the Future 2:49 Example: Finding the Right Target 5:13 Reason #1 - Medicare IRMAA 6:59 Reason #2 - Not Enough Time to Convert 7:33 Reason #3 - Social Security Tax Torpedo 9:24 Reason #4 - Moving in Retirement 11:20 Reason #5 - Estate Planning Interests Here are some videos to help improve your understanding of complex retirement topics: The Social Security Tax Torpedo -    • Will YOU be Subject to the Social Sec...   The Social Security Tax Torpedo -    • How is Your Social Security Benefit T...   11 States With Nasty Estate Taxes -    • 11 States with UGLY Estate Taxes (And...   Top 8 Tax Tips for Retirees in their 60s -    • Top 8 Tax Tips For Retirees in the 60...   #RothConversion #retirementincomeplanning - - - - - - - - - - - - - - - - - - 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 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...