60, Retiring Soon, and Wondering About Roth Conversions
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Fill Out This One Page Before You Retire From Federal Service
Before you submit your federal retirement paperwork, you can check whether your retirement income will cover your bills using one sheet of paper and five figures from your own statements.
FedLegacy founder William Smith walks through the exact one-pager his team fills out with federal employees, …
Can You "Die with Zero?" | Spending Down Multi-Million Portfolios
Can you truly "Die with Zero" when you’ve built a multi-million-dollar portfolio? On this episode of Money Matters, Scott and Pat dive into real-world retirement scenarios covering aggressive tax strategies, spend-down plans, and smart estate transfers.
In this episode, Scott and Pat cover:
The …
Considering a Roth Conversion? 5 Things to Think Through First
Most people think a Roth conversion comes down to one question: will my tax rate be lower later? That question matters, but it is only the start. Some of the biggest surprises show up on your tax return and your Medicare bill, sometimes two years after you convert.
In this episode, Stewart Smith a…
Should You Do Roth Conversions in a Down Market? - 602
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Joe Anderson, CFP® and Big Al Clopine, CPA are spitballing on whether Roth conversions actually pay off as part of your retirement tax strategies, today on Your Money, Your Wealth® podcast number 602.…
Roth Conversions: A Smart Move for Retirement Taxes?
On this episode of Fuchs Around & Cal Them Out, Ben Fuchs and Alex Cal dive into the strategy of Roth conversions. They explain how moving money from traditional retirement accounts to a Roth IRA can reduce future tax burdens, provide more flexibility in retirement, and protect income from rising …
EP 25 -Retirement Planning by Life Stage: Roth Conversions, Protection & Income
The conversation explores the critical role of timing in financial planning, emphasizing the importance of using the right financial tools at the appropriate stage of life. It delves into the concept of sequencing in retirement planning, highlighting the significance of building the retirement str…
The Tax-Efficient Way to Withdraw Money in Retirement | AMA #2 - E56
Michael and Brady unpack whether a securities-backed line of credit (SBLOC) can help fund an early retirement while creating opportunities for Roth conversions and long-term tax planning. They explore the trade-offs between spending, minimizing lifetime taxes, preserving wealth for heirs, and mana…
Rethinking Roth Conversions
Roth conversions have become one of the most common topics Marc and Christian discuss with clients today. In this episode of Dollars & Sense, they break down what a Roth conversion is, why it can be a powerful tax-planning strategy, and the situations where it may or may not make sense.
Marc and …
Tax Strategies Including Roth Conversions!
In this episode, Jeremy Nelson from Element Wealth discusses the enduring relevance of the four percent rule, strategies for managing taxes and withdrawals in retirement, and how to optimize asset allocation for long-term financial security. Call Jeremy Nelson at 601-957-6006. Or click here.
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