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Maximizing Tax Savings With Roth Conversions
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Innhold levert av Impact Partnership and Frankie Guida. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Impact Partnership and Frankie Guida eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
401(k)s and IRAs are popular retirement savings tools. But it's important to understand their rules and implications, such as how required minimum distributions (RMDs) play a factor into your overall retirement plan.
In this episode, Frank and Frankie discuss how Roth conversions can be a beneficial strategy to minimize taxes in retirement, and how proactive tax planning may result in savings over a retiree's lifetime.
Connect with the team at A Better Way Financial to see if a Roth conversion is right for you!
CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops.
Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”
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