Best Ways to Pay Taxes When Doing A Roth Conversion [Joe Knows Retirement, Episode 33] скачать в хорошем качестве

Best Ways to Pay Taxes When Doing A Roth Conversion [Joe Knows Retirement, Episode 33]

It can seem daunting to pay so much in taxes up front when doing Roth conversions, which is why in this episode of Joe Knows Retirement, Joe shares seven ways (and one bonus way!) you can tackle these costs. From basic methods to more advanced strategies, Joe covers them in this helpful episode. 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 How to pay taxes on Roth conversions 01:32 What is a Roth conversion? 03:22 1. Income 04:07 2. Savings account/Checking account 05:14 3. Taxable investment 07:00 4. Inherited IRA 08:58 (Bonus) Withhold money from IRA/401k 10:29 5. Home equity line of credit 12:08 6. The Rule of 55 14:27 7. SEPP (substantially equal periodic payment) Disclaimer: Since we do not know your specific situation, none of this information can serve as tax, legal, financial, insurance, or financial advice, and may be outdated or inaccurate.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 an Ohio based registered investment adviser and able to offer advisory services in Ohio and in other states where registered or exempt from registration.