Converting $2 Million to Roth IRA in 1 Year, Mistake or Genius? скачать в хорошем качестве

Converting $2 Million to Roth IRA in 1 Year, Mistake or Genius?

SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/M... ⚠️ "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. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you. Disclosures: https://onedegreeadvisors.com/solutio... ⚠️ "Scammer" Warning ➡ PLEASE READ! ⚠️ Be careful of scammers. In the comments section, I will NEVER ask you to contact me, offer any investment products, recommend a stock broker, or anything similar. Some scam bot commenters 'ask' for investment help, and later, other comment bots reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them My firm: https://onedegreeadvisors.com/ 0:00 A bold question about Roth conversions 0:38 David’s financial snapshot 1:27 The future tax burden and RMD reality 2:13 Why not convert gradually? 3:00 When math meets mindset 3:44 Modeling a $2M Roth conversion 4:41 Total tax impact breakdown 5:36 Benefits of front-loading taxes 6:18 Was this smart or reckless? 7:00 The breakeven point 7:39 Buying tax insurance vs. buying peace of mind 8:22 Who is a large Roth conversion right for? 9:02 Key consideration: how will you pay the tax? 9:56 Timing matters if you're moving states 10:29 Legacy planning and high-income heirs 11:14 The 3 main strategies for Roth conversions 12:13 Final thoughts and how to think for yourself