Do you have a retirement tax plan that optimizes your Roth Conversion strategy to leave you with the highest after-tax benefit? 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.
It's commonly thought that you never want to convert ALL of your Traditional IRA assets. After all, you want to fill up lower tax brackets in the future. Here are 3 situations that break this mold...
Timestamps: 0:00 How Much Should You Convert? 0:25 When Roth Conversions Make Sense 1:45 Scenario #1 - Guaranteed Income 3:59 Scenario #2 - Large Taxable Account Balances 7:38 Scenario #3 - Estate Tax Considerations
- - - - - - - - - - - - - - - Always remember, "You Don't Need More Money; You Need a Better Plan"
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