Hey Dave, I read your book actually2 times!...,: the power of zero. Great book! I am a licensed and appointed insurance agent that transitioned from real estae (agent) to this industry! So if someone does quality for a permanent life insurance then we can simply use an Annuity to help get them into the 0%. Do you have any thoughts on that or a video that covers that topic. I know the power of a properly structured Annuity can be powerful. Thanks again for your time and may God Bless you
Interesting you use the analogy of 1 in the hand beats 2 in the bush to make a point why conservation is good. That is exactly my reason why not to convert. I would rather take my 1 in hand today in higher balance vs the risk of losses in future impacting the lower Roth account balance and the ability to take advantage of capital losses (if you withdraw and don’t convert).
Great information, thanks for the interview David!
Thanks for having me Lane!
Hey Dave,
I read your book actually2 times!...,: the power of zero. Great book! I am a licensed and appointed insurance agent that transitioned from real estae (agent) to this industry!
So if someone does quality for a permanent life insurance then we can simply use an Annuity to help get them into the 0%. Do you have any thoughts on that or a video that covers that topic. I know the power of a properly structured Annuity can be powerful. Thanks again for your time and may God Bless you
Interesting you use the analogy of 1 in the hand beats 2 in the bush to make a point why conservation is good. That is exactly my reason why not to convert. I would rather take my 1 in hand today in higher balance vs the risk of losses in future impacting the lower Roth account balance and the ability to take advantage of capital losses (if you withdraw and don’t convert).
Hi Dave,
can I do Roth conversation at any age if I am still working for the same company that I have my 401K?
Are you saying convert your 401(k) at any time?
Feedback on the host’s audio is extremely annoying.
Thank you for your constructive feedback.