I’M RETIRED with ALL PRE-TAX MONEY - How Do I Minimize Taxes In Retirement? (Case Study)

We'll cover how to minimize the impact taxes have in retirement with a Roth conversion case study. Even if you're retired with all pre-tax money, we'll share how you can make the most of your 401k savings.

In this video, we'll answer:
How to retire with all or mostly pre-tax money?
How much should I convert to Roth?
Strategies for retirement income planning once retired.

Resources:
Access to the tool we used in this video: https://form.typeform.com/to/NhxsU9aA
Learn About Our Firm: https://DefiningWealth.com
Work With Us: https://calendly.com/definingwealthpa...

The Defining Wealth Podcast:
Our goal for this podcast is to help give you the clarity to make confident financial decisions. Personal finance is... personal. Everyone's goals, objectives, and values should be reflected in their financial plan. Our mission is that you can learn to apply what we cover to create a better and more fulfilling life.

Hosted by Kyle Kuyat, CFP®, ChFC®, RICP® & Jacob Gardner, CFP®.

Disclosure:
The following video is for education and entertainment only, and is not to be considered financial or tax advice. Past performance is not indicative of future results.