Roth Conversions: Retirement's Most Powerful Loophole

Roth Conversions are (arguably) the most powerful strategy retirees can be using right now to avoid their future tax liability.

You will often hear advisors or accountants say things like, "Roth Conversions only make sense if taxes go higher in the future".

In this webinar, you will learn why that isn't the case as well as:

✅ Why Right Now is A Once-in-a-Lifetime Tax Opportunity Due to Three Tax Laws Recently Enacted by Congress... and why this window is closing in the next 5 years

✅ How to Avoid 6 Common Conversion Mistakes that Eliminate All The Benefits of Converting

✅ Why 95% of the Plans We've Built in the Last Year Have a Roth Conversion Strategy...And why NOT using Partial Roth Conversions may cost you in serious tax savings

✅ How to find your Roth Conversion sweet spot

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

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Safeguard Wealth Management is a Registered Investment Advisor in the State of WI. 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/fiduciary

Видео Roth Conversions: Retirement's Most Powerful Loophole канала Safeguard Wealth Management