Fixing 10 Common Roth Conversion Misconceptions (Costly Errors) скачать в хорошем качестве

Fixing 10 Common Roth Conversion Misconceptions (Costly Errors)

Is your Roth Conversion strategy designed to optimize the goal that is more important to you? Are you making one of the mistakes in this video? 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. Timestamps: 0:00 Fixing 10 Roth Conversion Misconceptions 0:10 #1 - There An Inherent Benefit to Roth Assets 1:48 #2 - Anything I Convert Will Be Satisfactory 4:37 #3 - Next Generation Misconceptions 7:01 #4 - You Need to Wait 5 Years to Touch Your Conversion 7:47 #5 - Roth Conversions Prevent Roth Contributions 8:29 #6 - Conversions Only Make Sense if You Pay Taxes Outside of Your IRA 9:44 #7 - I Can Pay Conversion Taxes Next April 11:09 #8 - There is Just One Conversion Goal 12:18 #9 - Tax-Free Retirements are Great! 13:46 #10 - I Need to Be Done With Conversions Before RMDs - - - - - - - - - - - - - - - - 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 an SEC Registered Investment Advisor. 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...