Roth Conversions For the Next Generation (Best Strategy?)

How should your Roth Conversion strategy change if a primary focus in your tax plan is planning for a next-generation inheritance? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact.

Timestamps:
0:00 Roth Conversions For the Next Generation
0:27 Tax Problems During Your Life
1:39 Tax Problems For the Next Generation
5:20 The 3 Estate Planning Situations
7:10 Consideration #1
9:42 Consideration #2
10:42 Consideration #3

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Always remember, "You Don't Need More Money; You Need a Better Plan"

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