Do you have a retirement tax plan that optimizes your Roth Conversion strategy to leave you with the highest after-tax benefit? 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.

It's commonly thought that you never want to convert ALL of your Traditional IRA assets. After all, you want to fill up lower tax brackets in the future. Here are 3 situations that break this mold...

Timestamps:
0:00 How Much Should You Convert?
0:25 When Roth Conversions Make Sense
1:45 Scenario #1 - Guaranteed Income
3:59 Scenario #2 - Large Taxable Account Balances
7:38 Scenario #3 - Estate Tax Considerations

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

🍿 Subscribe to our channel: https://www.youtube.com/channel/UCVMA...

🏆 Join our Weekly Email Series: https://bit.ly/weekly-email-series

📈 Talk with us about your retirement plan here: https://www.safeguardinvest.com/contact

📚 The New 60/40: How the Next Generation of Retirees Can Achieve Radical Financial Freedom through Better Safe Investing - https://www.amazon.com/New-60-Generat...

Safeguard Wealth Management is an SEC Registered Investment Advisor. Safeguard Wealth Management is not an insurance provider. All content on Youtube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at https://www.safeguardinvest.com/fiduc...