Save Thousands With This Conversion Strategy

Are You Making this RMD Mistake? 84% Of Retirees Are! -    • Are You Making this RMD Mistake? 84% ...  

00:00 Intro
00:38 Account Types
01:24 Roth Conversion
01:52 Tax Considerations | Example
03:38 Roth Conversion Ladder | Examples
07:22 5 Year Plan
08:04 Timing
08:16 Benefits: Tax-Free Withdrawals
08:54 Benefits: Diversification
09:41 Benefits: No RMDs
10:22 Benefits: Legacy Planning

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Disclaimer: Please note that this video is made for entertainment purposes only and not to be taken as financial advice. Always make sure to do your own research.

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