Converting $1.5 Million to a Roth IRA in 1 Year, What Happens: Example & Breakdown

✅ BUILD A TAX-EFFICIENT RETIREMENT WITH US ✅ https://www.suttlecrossland.com/getti...

What would happen if we convert an entire $1.5 Million 401(k) to a Roth IRA in 1 single year? In this video, we explore this with an example and breakdown.

How bad are the taxes and how does this compare to doing no conversion vs doing a more stable yearly approach capped at 12%/15%?

What are the impacts of such a large Roth IRA conversion and how does impact your retirement planning & tax planning? Tune in to find out.

#taxplanning #investing #retirement #retirementplanning

---------------------------------
About Curtis Crossland:
• https://www.suttlecrossland.com/about...
• https://www.napfa.org/member/108019/4...

Follow Curtis Crossland on:
• LinkedIn:   / curtiscrossland  

Visit Suttle Crossland Wealth Advisors:
• https://www.suttlecrossland.com/

Follow Suttle Crossland Wealth Advisors on:
• Facebook:   / suttlecrossland  
• LinkedIn:   / suttlecrossland  

---------------------------------
Timestamps:
00:00 Intro
00:49 Start of Breakdown
10:35 Converting it All
16:09 Converting at 12%/15% Comparison
20:10 Final Thoughts
25:14 Where to Find Us
_____________________

Next Video(s):
Retirement Tax Planning Framework:    • Retirement Taxes: How Macro & Micro P...