Do Roth Conversions Lower Your Retirement Spending? (Now vs. Later)
Do you understand the implications of your Roth Conversions, not only on your tax situation but also on your immediate and future spending? Most retirees don't, and it leads to suboptimal planning. 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 Do Roth Conversions Lower Your Retirement Spending?
0:16 The Problem of Roth Conversions?
3:34 Foundational Roth Conversion Logic
4:36 Your IRA: Your Wealth Vs. The Government's
7:01 Example #1 - Roth Conversion = Higher Spending
9:13 A Better Breakeven Analysis
10:34 Example #2 - Roth Conversion = Higher Spending
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Always remember, "You Don't Need More Money; You Need a Better Plan"
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