Watch This Before You Do A Roth Conversion

If you want to know how to approach a mathematically sound roth conversion strategy, watch this video!Social Security Taxability Video:https://youtu.be/NxH2jHzZwFoGet the Free Social Security Taxability Worksheet Here:https://theretirementnerds.com/social-security-worksheet/Need help? Email [email protected] Visit our website: https://www.TheRetirementNerds.comJoin our newsletter:https://theretirementnerds.com/newsletter/=============================This video is NOT sponsored. The Retirement Nerds is the no-cost educational platform and serves to offer information around Medicare, Social Security, Financial Planning, and Estate Planning. =============================Send me a [email protected]⏰ TIME CODES ⏰0:00 Intro1:00 3 Steps to Do Roth Right3:25 Conversions vs Contributions5:13 Step 1: Model Out Taxable SS Income7:00 Step 2: Layer On Other Income8:01 Step 3: Understand Traditional, Roth, After Tax10:45 Starting the Analysis15:24 Understanding Extra Income Needs16:16 Serious Issues with Software17:35 Convert Nothing Idea29:48 Convert Everything Idea45:30 Pros & Cons of Convert Nothing and Everything52:03 Convert Something... how much?1:06:49 Pros & Cons of Converting Something1:09:24 Bringing it all together1:10:25 Question From The Internet1:16:24 Where to get help=============================#rothira #theretirementnerds #retirementnerds #rothvstraditional #retirement #retirementplanning #retirementinvesting #retirementadvice #retirementincome #finance #financialfreedom Disclosure: This podcast is intended for informational purposes only, and is not a substitute for personal advice from Capita. This is not a recommendation, offer, or solicitation to buy or sell any security. Past performance is not indicative of future results. There can be no assurance that investment objectives will be achieved. Different types of investments involve varying degrees of risk, including the loss of money invested. Therefore it should not be assumed that future performance of any specific investment or investment strategy, including the investments or investment strategies recommended or proposed by Capita will be profitable. Further, Capita does not provide legal or tax advice. Please consult with your legal or tax professional for advice prior to implementing any strategies discussed during this podcast. Certain information discussed during this podcast is based upon forward-looking statements, information and opinions, including descriptions of anticipated market changes and expectations of future activity. Capita believes that such statements, information and opinions are based upon reasonable estimates and assumptions. However, forward-looking statements, information and opinions are inherently uncertain and actual events or results may differ materially from those reflected in the forward-looking statements. Therefore, undue reliance should not be placed on such forward-looking statements, information, and opinions. Registration with the SEC does not imply a certain level of skill or training.