5 Factors That Will Shape Your Roth Conversion Strategy

54 года назад

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Does any of the factors in this video apply to your situation? You might be surprised by what it means for your retirement tax plan. 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.

Timestamps:
0:00 5 Factors That Will Shape Your Roth Conversion Strategy
0:18 Most Important Relationship in Tax Planning
1:12 Factor #1 - Moving States
3:03 Factor #2 - Your Heirs Tax Rate
5:57 Factor #3 - Large Taxable Account
8:05 Factor #4 - Affordable Care Act Insurance
9:39 Factor #5 - Pension Income

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