The MOST REQUESTED Spreadsheet for Retirement Planning (Social Security, Roth Conversion, IRMAA)
Автор: Nick & John Invest
Загружено: 2024-02-04
Просмотров: 8810
Learn the best time to collect Social Security and convert to a Roth IRA!
This video tutorial explains how these two retirement concepts fit together so that you can MAXIMIZE your retirement income.
Check out our WeChat group for the Excel sheet. You can message me for access.
Timestamps:
00:00 Introduction
05:00 When should I collect Social Security?
22:30 When should I convert pre-tax to Roth IRA?
50:35 Questions
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