Roth Conversion Mastery: 5 Golden Windows to Unlock Tax-Free Retirement Wealth
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- Опубликовано: 17 окт 2024
- In today’s episode, we break down Roth conversions and how they can transform your retirement strategy. Discover the key opportunities that can help you save on taxes and build tax-free retirement wealth.
In this episode, you'll learn:
What Roth IRAs and conversions are
The five "golden windows" of Roth conversion opportunities
How to leverage tax-free growth
Income limits and the backdoor Roth IRA strategy
Tax planning for long-term retirement success
Timestamps:
01:00 - What is a Roth IRA and why it matters
03:45 - Roth conversions explained
06:00 - Income limits for Roth IRA contributions
09:00 - The backdoor Roth IRA strategy
12:00 - Window #1: Stock market dip advantage
14:30 - Window #2: Tax law changes and future tax rates
17:00 - Window #3: Low income year opportunities
20:00 - Window #4: Retirement to RMD sweet spot
23:00 - Window #5: Planning for a lasting tax-free legacy
27:00 - How to prepare for Roth conversions
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This material is intended for educational purposes only. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Anymentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. MOKAN Wealth Management is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.
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