Published On Mar 18, 2024
Learn how Roth conversions can benefit your retirement savings! In this video, we'll do a little retirement planning and discuss the advantages of converting your traditional IRA or 401(k) to a Roth account. Don't miss out on this important information for your financial plan!
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0:00 - 0:55 Lowering taxes in retirement
0:56 - 3:00 Right Capital Retirement Plan Overview
3:01 - 3:23 Retirement Plan Net Worth
3:24 - 5:00 Retirement Plan Probability Of Success, Risk Assessment
5:01 - 6:40 Right Capital Tax Strategy Planning
6:41 - 8:50 The Tax Impact of Roth Conversions
8:51 - Let us know your thoughts below