From The Retirement Nerds.
If you want to know how to approach a mathematically sound roth conversion strategy, watch this video!
Social Security Taxability Video:
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Erik@TheRetirementNerds.com
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The Retirement Nerds is the no-cost educational platform and serves to offer information around Medicare, Social Security, Financial Planning, and Estate Planning.
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Send me a message!
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Erik@TheRetirementNerds.com
⏰ TIME CODES ⏰
0:00 Intro
1:00 3 Steps to Do Roth Right
3:25 Conversions vs Contributions
5:13 Step 1: Model Out Taxable SS Income
7:00 Step 2: Layer On Other Income
8:01 Step 3: Understand Traditional, Roth, After Tax
10:45 Starting the Analysis
15:24 Understanding Extra Income Needs
16:16 Serious Issues with Software
17:35 Convert Nothing Idea
29:48 Convert Everything Idea
45:30 Pros & Cons of Convert Nothing and Everything
52:03 Convert Something… how much?
1:06:49 Pros & Cons of Converting Something
1:09:24 Bringing it all together
1:10:25 Question From The Internet
1:16:24 Where to get help
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This podcast is intended for informational purposes only, and is not a substitute for personal advice from Capita. This is not a recommendation, offer, or solicitation to buy or sell any security. Past performance is not indicative of future results. There can be no assurance that investment objectives will be achieved.
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