The Complete Guide To Implementing Roth Conversions: Tax Strategy

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

Το περιεχόμενο παρέχεται από το Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

4M ago 26:21

MP3•Αρχική οθόνη επεισοδίου

Roth conversions can add millions of dollars to your retirement, but too many make mistakes and implement them at the wrong time, not at all, or in excess.
Understand the role of when conversions make sense and when they don't. That's what this episode is all about.
Begin optimizing what you've worked so hard for and implement conversions when applicable.

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Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Κεφάλαια

1. Roth Conversion and Tax Planning (00:00:00)

2. Retirement Planning and Tax Analysis (00:03:41)

3. Roth Conversion and Legacy Planning (00:12:46)

4. Strategic Roth Conversions and Tax Planning (00:19:02)

5. Audience Engagement and Disclaimer Notice (00:25:35)

227 επεισόδια

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