Traditional IRA vs Roth IRA | Tax Planning 101

Justin's 2024 Tax Return Preparation Class is Happening Now!
** January 15th 2025 through April 15, 2025 **

https://numbercrunchnerds.systeme.io/...

We are preparing 2024 tax returns and getting ready for tax planning in 2025 and the inevitable tax law changes coming our way under the new Trump Administration.

Watch the VIDEO FAQs on the 2024 Tax Return Preparation Class at the link below.

https://numbercrunchnerds.systeme.io/...

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00:00 Introduction Roth IRA versus Traditional IRA
03:28 Example why Roth vs Traditional are fundamentally the SAME
13:34 What causes your Effective Tax Rate to Change during Your Life
17:44 How To Save Money by Strategically using Roth versus Traditional
34:05 Summary matrix for IRA Contributions and IRA Distributions

Justin's Personal Tax Planning Template (as seen used throughout the Roth IRA Conversion Video Series) can be found here: https://numbercrunchnerds.systeme.io/...

** 2024 Tax Planning **
Roth IRA Conversion Video Series
Part 4:    • Roth IRA Conversion (Part 4) 2024 Tax...  
Part 3:    • Roth IRA Conversion (Part 3) | 2024 T...  
Part 2:    • Roth IRA Conversion (Part 2) | 2024 T...  
Part 1:    • Roth IRA Conversion | 2024 Tax Planni...  

#taxreturn2024 #taxseason2024 #taxreturns