In this video, We will discuss tax planning strategies for individuals with most of their retirement savings in pre-tax accounts like 401ks or IRAs.
Using a couple's case study, we'll discuss how to optimize retirement savings and minimize taxes through Roth conversions.
The video also covers the importance of proper cash flow management and strategic planning to avoid high tax payments in retirement.
–––––––––––––––––––––––––––––– Time Stamp 00:00 Intro 00:54 Intro to Case Study 01:52 What are Tax Brackets 02:55 What happens when RMDs come into the picture 05:24 Dont let your accounts grow unnecessarily 06:01 What Happens When You Do Conversion 07:21 Don't convert 09:26 Summary Conclusion 10:30 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.
–––––––––––––––––––––––––––––– 📣 Are you taking advantage of tax planning before 2026? Most people hoping to retire early know they're leaving money on the table but don't know how to fix it.
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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.
