How to pay zero taxes on million dollar Roth IRA Conversions
A $1 million lump sum Roth IRA conversion = $400k tax Are there legal techniques and strategies that you can use to reduce your tax liability down to zero on your Roth IRA conversion? YES Are there legal tax reduction strategies that you can use to reduce your w-2 , business, or other ordinary income amounts? YES In this video I will share with you two of my most favorite SUPERCHARGED ROTH IRA conversion tools, and specifically how you can layer them to reduce the tax liability on a lump sum $1 million Roth IRA conversion from $400k to ZERO. You will also learn how you can use Tool #2 to reduce your ordinary w-2 earned income if you are in the 40% tax bracket. I recently ran a scenario for a couple out of Washington who had $1.2 million of earned income for 2024, and they were able to completely offset that income via Tool #2. These tax planning tool are legal, ethical, and won't get you into trouble with the IRS. Tool #2 has been around for over 50 years, and there are multiple tax court rulings validating the deductions. IF you would like to get more information about the specifics of these tools, and how they could apply in your situation, click on the link below to schedule a free 15 minute review of your situation. https://calendly.com/daveanthony Thanks! Dave Anthony www.Optimaltaxplan.com DISCLAIMER: Optimal Tax, LLC is not an investment advisor, and this is not a solicitation to buy or sell any investment. The illustrations depicted in this video are from actual clients. You really can apply Supercharged Roth IRA conversion tools to save money on your Roth IRA conversions and w-2 income. Our goal is to share with you efficient, effective, and legal tax planning tools that individuals have been using for years to reduce their tax liability.
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