Скачать с ютуб ELIMINATE a $291,413 EXCESS Tax Bill | Roth Conversion Case Study в хорошем качестве

ELIMINATE a $291,413 EXCESS Tax Bill | Roth Conversion Case Study

Does your retirement tax plan maximize your after-tax wealth? Do you have a forward-looking tax plan that translates into tax savings for your 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. In today's video, we walk through a retirement case study that shows the situation of Terry and Sarah. These are two retirees that have a strong retirement plan but a big tax problem due to required minimum distributions. As with many retirees, these RMDs initiate tax problems both directly and indirectly. This video will show how we estimate this couple will wipe out a tax bill of over $275,000 with some simple, but effective retirement tax planning. Timestamps: 0:00 Roth Conversion Case Study 0:40 Details About Terry + Sarah's Situation 2:41 Critical Retirement Timing Decision 4:04 Tax Cuts and Jobs Act Tax Climate 4:24 Retirement Plan Probability of Success 4:53 The Tax Problems This Couple Faces 9:59 3 Important Tax Planning Questions 12:10 Optimized Tax Plan 14:05 Tax Efficient Estate Planning #RothConversions #RothConversionCaseStudy #SafeguardWealthManagement - - - - - - - - - - - - - - - - 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 Video 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...