ROTH Conversion REGRET...How Delaying May Cost You & Ruin Tax-Free Wealth

✅ BUILD A TAX-EFFICIENT RETIREMENT WITH US ✅ https://www.suttlecrossland.com/getti...

Are you waiting too long to do Roth conversions? In this video, we explore why delaying Roth conversions in retirement can cost you — and your heirs — thousands or even millions in unnecessary taxes.

Learn how Required Minimum Distributions (RMDs), tax brackets, Medicare premiums, and inheritance taxes all factor into the equation.

And watch until the end for a powerful case study and see how proactive tax planning can build a more tax efficient retirement.

#taxplanning #investing #retirement #retirementplanning

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Timestamps:
00:00 Intro
00:58 Roth Conversion Discussion
01:10 Who Benefits from Roth Conversion?
03:38 Start - Example of Roth Conversion Delay/No Conversion
08:07 Analyzing the Difference on NOT Waiting to do Roth Conversion
11:57 Discussing How to Optimize
14:55 Comparing Numbers - Waiting Vs Not
16:22 Final Thoughts
16:58 Where to Find Us
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