I'm 60 with ALL PRE-TAX (401k, IRA, etc.). How Do I Minimize Taxes (ROTH CONVERSION CASE)?
61.5 هزار بار بازدید -
2 ماه پیش
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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
––––––––––––––––––––––––––––––
eBook: The Complete Guide To An Early Retirement (FREE)→
https://rootfinancialpartners.com/ear...
eBook: The Complete Guide To Health Insurance (FREE)→
https://rootfinancialpartners.com/hea...
Early Retirement Expense Calculator (FREE) → https://rootfinancialpartners.com/cas...
PODCAST - https://earlyretirementpodcast.com/
INSTAGRAM - Instagram: earlyretirementari
LINKEDIN - LinkedIn: aritaublieb
What video topic would you like to see discussed in a future video?
Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast.
––––––––––––––––––––––––––––––
📣 Are you taking advantage of tax planning before 2026? Most people hoping to retire early know they're leaving money on the table but don't know how to fix it.
👉 Subscribe to our channel and press the bell icon.
–––––––––––––––––––––––––––––
⚠️ "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.
https://vwo3759x8i7.typeform.com/earl...
Get access to the same software I use for my clients and join the Early Retirement Academy here → https://ari-taublieb.mykajabi.com/ear...
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.
––––––––––––––––––––––––––––––
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
––––––––––––––––––––––––––––––
eBook: The Complete Guide To An Early Retirement (FREE)→
https://rootfinancialpartners.com/ear...
eBook: The Complete Guide To Health Insurance (FREE)→
https://rootfinancialpartners.com/hea...
Early Retirement Expense Calculator (FREE) → https://rootfinancialpartners.com/cas...
PODCAST - https://earlyretirementpodcast.com/
INSTAGRAM - Instagram: earlyretirementari
LINKEDIN - LinkedIn: aritaublieb
What video topic would you like to see discussed in a future video?
Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast.
––––––––––––––––––––––––––––––
📣 Are you taking advantage of tax planning before 2026? Most people hoping to retire early know they're leaving money on the table but don't know how to fix it.
👉 Subscribe to our channel and press the bell icon.
–––––––––––––––––––––––––––––
⚠️ "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.
2 ماه پیش
در تاریخ 1403/03/09 منتشر شده
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