Roth Conversions Have Changed: The Math You Were Using Is Now Wrong

If you’ve ever considered doing a Roth conversion, or maybe you’re already in the middle of a multi-year plan, you’ll likely want to go back and revisit that after this because some major tax planning assumptions have shifted and even if you have a plan in place right now, it’s probably out of date.

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Disclaimers 👨🏻‍⚖️

📜 HEAR YE HEAR YE: Some of my videos contain links to third party products, apps, and services. If you click through, I may receive a small referral fee to my media company (Carroll Media) through their referral program. Rest assured, I only recommend products or services that I believe will be helpful and informative to my audience.

⭐⚠️⭐Please read this⭐⚠️⭐

⚠️I am not an attorney, SSDI advocate, or affiliated with the Social Security Administration or any other entity of the US Federal Government. I am a practicing financial planner, but I’m not YOUR financial planner and since I don’t really know you, I can’t give you advice. So please don’t take this video as specific advice for your specific situation. Consult your own tax, legal and financial advisors. 🙇🙇🙇🙇🙇

Investment Advisory Services offered through Carroll Advisory Group, LLC, a registered investment advisor.