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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.
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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.
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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.
