Karen Has A $1Million IRA - Now What? (Social Security at 66, 70)

In this series of videos we're going to tackle what someone can do when they have $1 million in an IRA.  We'll start with Karen and Ken, Married Filing Jointly.  WE'll have them take Social Security at 66, 70 and 62 and look at their taxes due, their income, expenditures and their ending net worth.  Then we'll see what things look like when they start Roth conversions. Finally,  we'll make Karen a single taxpayer right out the gate and see what that looks like.  So, buckle up, it's gonna be a wild ride! ================================ Get the PDF version of my Tax Bomb book for free follow this link. https://mailchi.mp/7e528cd3cfb3/taxbomb Be on the lookout for my 4th book coming out soon, YOU CAN RETIRE ON SOCIAL SECURITY! If you like what you see, a thumbs up helps A LOT. It tells YouTube that people are engaged and so the Youtube algorithm will show the video to others who may be interested in the content. So, give me a thumbs up, please! Don't forget to SUBSCRIBE by clicking here: https://www.youtube.com/channel/UCSEzy4i9xrKPoaU9z0_XbmA?sub_confirmation=1 My Amazon Product page:  https://www.amazon.com/shop/heritagewealthplanning Anything you buy there Amazon pays me a commission.  Much appreciated! If you received value from this video and/or channel, and want to say thanks, feel free to send a donation via Paypal. I'm not too proud to ask! https://bit.ly/2Gq1QsE Contact me: [email protected] GET MY BOOKS:   ALL are FREE to Kindle Unlimited Subscribers! The Tax Bomb In Your Retirement Accounts: How The Roth IRA Can Help You Avoid It https://amzn.to/2LHwQpt Strategic Money Planning: 8 Easy Ways To Put Your House In Order https://amzn.to/2wKGi50 State by State Tax Guide For Retirees: https://amzn.to/2A1TmkH GET ALL MY LATEST BLOGPOSTS: https://heritagewealthplanning.com PODCAST: https://itunes.apple.com/us/podcast/josh-scandlen-podcast/id1368065459?mt=2 http://heritagewealthplanning.com/category/podcasts/ LET'S SOCIALIZE! Facebook: http://Facebook.com/heritagewealthplanning Linkedin: https://www.linkedin.com/in/joshscandlen/ Quora: https://www.quora.com/profile/Josh-Scandlen My SubscribeStar Page: https://www.subscribestar.com/joshscandlen