Here’s How You Can Tell If a Roth Conversion Is Right For You
One of the best things you can do for your portfolio is to implement the right tax strategy. Each situation is unique and requires a personalized approach. Using a listener’s question, James explains one specific example to show when and how to implement the right strategy. Questions Answered: Why should or shouldn't you do Roth conversions? What should you be mindful of when doing Roth conversions? 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: / @jamesconole-cfp Join Community → https://root-collective-58ba64.circle... _ _ For more resources and content, check us out below! 🔔 Subscribe to our channel to learn more about all things portfolio management / @jamesconole-cfp 🎧 Listen to our podcast http://readyforretirement.co/ 🧑💻 Visit our website https://www.rootfinancialpartners.com to learn more about us 👥 Connect with us on Facebook / rootfinancialpartners 📷 Connect with us on Instagram / rootfinancialpartners 🔗 Follow us on LinkedIn / 18347030 _ _ ⏱Timestamps:⏱ 0:00 Introduction 0:53 Listener question 4:03 Two core things to focus on 5:56 Should we do a Roth conversion? 7:13 Taxable income 9:16 Lower tax bracket 11:24 Taking a basic look 14:21 Gray area 16:40 Control the balance 19:31 Big picture plan 20:41 Outro 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...
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