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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.
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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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PODCAST - [ Ссылка ]
INSTAGRAM - [ Ссылка ]
LINKEDIN - [ Ссылка ]
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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.
