4 Reasons You Should NOT Do a Roth Conversion
Roth conversions can be a wonderful tool. When used inappropriately, it can do more harm than good. Here are 4 instances where you should NOT do a Roth Conversion. Timestamps: 00:00 - Introduction 1:22 - Tax-Free Future 3:28 - Mortgage Payoff Example 5:31 - Example 7:45 - RMD (Required Min Distributions)! 10:35 - QCDs (Qualified Charitable Distributions) 11:55 - RMD Requirement! 13:10 - Summary Learn the tips & strategies to get the most out of life with your money. Get started today → https://www.rootfinancialpartners.com/ Subscribe to be notified for future videos: / @rootfp Join Community → https://root-collective-58ba64.circle... _ _ For more resources and content, check us out below! Website // https://rootfinancialpartners.com/ Podcast // http://readyforretirement.co/ Instagram // / rootfinancialpartners Facebook // / rootfinancialpartners LinkedIn // / 18347030 Other videos we think you'll like: About Root: • Financial advisors with heart. Worried about retirement? Start here: • Worried About Retirement..Start With a Bla... -- Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation. The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal. Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements. Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.
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