When you perform a Roth Conversion, you are deciding to pay taxes today to get out of future taxes. Are you getting the most out of the taxes you are currently paying?
How do you know?
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.
Timestamps: 0:00 - The Best Roth Conversion Timing Strategy in 2023 0:11 The Normal Roth Conversion Process 1:22 Timing Strategy #1 - The Most Common Strategy 2:38 Timing Strategy #2 3:22 A Common, But Wrong, Objection 5:13 Timing Strategy #3 + #4 5:58 Timing Strategy #5 - The Safeguard Method 7:06 A Drawdown Method Example 8:22 The Historical Results
- - - - - - - - - - - - - - - Always remember, "You Don't Need More Money; You Need a Better Plan"
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