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13:41
YouTube
Joe Kuhn
How I calculate this year's Roth Conversion Amount using a spreadsheet? How do I determine taxes?
Scared of complexity of Roth Conversions? How I calculate a Roth Conversion amount using Excel (Spreadsheet) and a better way that can serve as a check. You need to know this. Can I retire now? Retirement Planning. How much can I spend? ------------------------------------------------------------- _*PLEASE STOP USING Spreadsheets!_ It falls way ...
19.3K views
Jun 2, 2024
Roth Conversion Benefits
Worried about rising taxes and RMDs? Have you looked at Roth Conversions? Pay taxes strategically today to prepare for a tax-free, worry-free tomorrow! But is a Roth IRA conversion the right move for you? We can help! To understand the potential tax benefits and see if a Roth conversion aligns with your retirement goals to help you figure out: ✅ Who qualifies for a Roth IRA conversion ✅ Situations where a conversion can be advantageous ✅ How to avoid common pitfalls Why are you sitting idle and
Facebook
Vacation In Retirement
1.6K views
1 week ago
Worried about rising taxes and RMDs? Have you looked at Roth Conversions? Pay taxes strategically today to prepare for a worry-free tomorrow! But is a Roth IRA conversion the right move for you? We can help! To understand the potential tax benefits and see if a Roth conversion aligns with your retirement goals to help you figure out: ✅ Who qualifies for a Roth IRA conversion ✅ Situations where a conversion can be advantageous ✅ How to avoid common pitfalls Why are you sitting idle and LETTING yo
Facebook
Secure Retirement Planning
499 views
1 week ago
Worried about rising taxes and RMDs? Have you looked at Roth Conversions? Pay taxes strategically today to prepare for a worry-free tomorrow! But is a Roth IRA conversion the right move for you? We can help! To understand the potential tax benefits and see if a Roth conversion aligns with your retirement goals to help you figure out: ✅ Who qualifies for a Roth IRA conversion ✅ Situations where a conversion can be advantageous ✅ How to avoid common pitfalls Why are you sitting idle and LETTING yo
Facebook
Secure Retirement Planning
236 views
2 weeks ago
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