Are you optimizing your retirement tax strategy based on the right tax numbers? If not, at best, you will arrive at sub-optimal decisions. At worst, you may experience tax losses. 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.
0:00 Are you focusing on the right tax number? 0:38 Same Retirement, Two Tax Graphs 2:03 Calculation Mistake #1 3:48 Calculation Mistake #2 5:13 The Math Behind the Correct Way 7:13 Weighing Your Roth Conversion Options
Make sure you are solving for the right outcomes in your retirement. Let us know if you have questions below. Cheers!
- - - - - - - - - - - - - - - - Always remember, "You Don't Need More Money; You Need a Better Plan"
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