In this video, I will go through a case study to help you understand if and when you should convert your 401(k) or IRA assets to a Roth account.
This is especially important if most of your retirement savings are in pretax accounts.
I will walk you through the situation of a couple in their 50s with about $1 million in pre-tax retirement accounts and a relatively small amount of cash.
–––––––––––––––––––––––––––––– Time Stamp 00:00 Intro 01:10 Intro To Case Study 02:30 Financial Overview of The Couple 05:40 Importance of Stress Testing and Projections 07:30 How You Can Minimize Your Tax Planning 10:10 Should You Do Roth Conversions 12:00 Roth Conversion Benefits 15:00 Conclusion and Summary 15:32 Early Retirement Academy 15:37 Work With Us
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Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast.
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––––––––––––––––––––––––––––– ⚠️ "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.
