Скачать с ютуб Use This Simple Tax Strategy To Reduce RMDs (Required Minimum Distributions) в хорошем качестве

Use This Simple Tax Strategy To Reduce RMDs (Required Minimum Distributions)

Interested in a custom strategy to retire early? → https://vwo3759x8i7.typeform.com/earl... Get access to the same software I use for my clients and join the Early Retirement Academy here → https://ari-taublieb.mykajabi.com/ear... In this video, I break down the complexities of Roth conversions and required minimum distributions (RMDs) to help you optimize your retirement strategy. I explain when converting pre-tax assets to a Roth IRA makes sense and when it could lead to unnecessary taxes. I also discuss how RMDs work, why they can push you into higher tax brackets, and what you can do to manage or even reduce their impact. –––––––––––––––––––––––––––––– Time Stamp 00:00 Intro 00:25 Roth ConversionsMistakes 00:47 Explanation of Required Minimum Distributions (RMDs) 01:37 Spending vs. RMD Requirements 02:18 Tax Implications of Large IRA Balances 03:14 Intro Case Study 04:00 Roth Conversion Strategy & "Cauliflower Example" 04:47 Early Retirement Academy 05:05 Cash Flow Chart for Retirement Planning 07:21 Optimize Your Retirement Strategies 08:30 Dream Big & Adjust Retirement Spending 09:05 Balancing Spending & RMDs 10:00 Conclusion –––––––––––––––––––––––––––––– PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM -   / earlyretirementari   LINKEDIN -   / aritaublieb   What video topic would you like to see discussed in a future video? Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast. –––––––––––––––––––––––––––––– 📣 Are you taking advantage of tax planning before 2026? Most people hoping to retire early know they're leaving money on the table but don't know how to fix it. 👉 Subscribe to our channel and press the bell icon. ––––––––––––––––––––––––––––– ⚠️ "DISCLAIMER:⚠️ All content is not to be received as financial advice, and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions. This video contains content I created and got permission from its creators to use. This Channel DOES NOT Promote or encourage Any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only.