Take Enhanced Senior Deduction Or Convert To Roth IRA? Watch This Before Doing Anything
✅ BUILD A TAX-EFFICIENT RETIREMENT WITH US ✅ https://www.suttlecrossland.com/getti... Many retirees face the question: should you use the enhanced senior deduction or take advantage of Roth conversions? In this video, we break down how each option impacts your taxes, retirement income, and long-term flexibility. You’ll learn the trade-offs so you can make smarter decisions for a more tax-efficient retirement. #taxplanning #investing #retirement #retirementplanning --------------------------------- About Curtis Crossland: • https://www.suttlecrossland.com/about... • https://www.napfa.org/member/108019/4... Follow Curtis Crossland on: • LinkedIn: / curtiscrossland Visit Suttle Crossland Wealth Advisors: • https://www.suttlecrossland.com/ Follow Suttle Crossland Wealth Advisors on: • Facebook: / suttlecrossland • LinkedIn: / suttlecrossland --------------------------------- Timestamps: 00:00 Intro 00:41 Enhanced Deduction Senior Deduction Breakdown 02:06 Begin Illustrations 04:35 Tax Return - 1040 Projections 06:04 Review Roth Conversion Options & Impacts 08:12 Review Income Numbers and Medicare Impacts 11:29 Illustration on 2025 Tax Impacts from Conversions 15:43 Visualizing Conversion & Tax Impacts 16:33 Comparing Incomes - Adjusted Gross 17:08 Comparing Tax Liabilities 17:52 Discussing How to Think This Through 20:28 Final Thoughts 21:13 Where to Find Us _____________________ Next Video(s): Hidden Benefit of Roth Conversions: • Hidden Benefit of Roth Conversions No One ... Converting $1.5M in 1 Year: • Converting $1.5 Million to a Roth IRA in 1...
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