Roth conversions can be one of the smartest tax moves you make in retirement. But go just a little too far—and it can be counterproductive. 💣
In this video, I’ll show you how to find your Roth conversion sweet spot before you cross into the danger zone.
👍 Get confidence in your retirement with a clear plan for your income, Social Security, and taxes. Book a Retirement Clarity Meeting now! https://carrolladvisory.co/youtube1
📢 Get the Ultimate Retirement & Social Security Cheat Sheet Bundle! https://www.carrolladvisory.com/pl/21...
🚀 Start your journey to a CONFIDENT retirement! Use my link to sign up for a free trial of Boldin (formerly NewRetirement) and get a free digital copy of my best-selling book, Social Security Basics. https://www.devincarroll.com/boldin
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. 🙇🙇🙇🙇🙇
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