#rothira #ira #retirementsavings #retirementplanningtips #investmentstrategy
Timing is Everything! ⏰
Roth conversions can be a really cool retirement tool but there are things you need to know. I guide you through a roth conversion and give 5 roth conversion tips that you need to know before you do a roth conversion.
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TimeStamps:
00:37 Conversion Nuts and Bolts
02:43 The Tax Bill
03:20 Using IRA funds for taxes
03:57 Early Distribution penalty
04:33 Future Tax Brackets
05:15 Best Time to Convert
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DISCLAIMER: The information provided in these videos is only to be considered helpful hints and education. Nothing said or shown in any of these videos is to be misconstrued as specific tax, legal or investment advice. Consult with your tax, legal or investment professional before acting on anything you see in these videos.
Avoidable Roth Conversion Mistakes With A Conversion Guide
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