I'm 60 with ALL PRE-TAX. When Should I Do Roth Conversions?

Interested in a custom strategy to retire early?
→ https://vwo3759x8i7.typeform.com/earl...

Get access to the same software I use for my clients and join the Early Retirement Academy here → https://ari-taublieb.mykajabi.com/ear...

Are you 60 with all pre-tax assets and wondering how to handle Roth conversions alongside other income sources like pensions and Social Security?

In this video, I will walk you through a real-life case study. Learn the essential strategies to optimize Roth conversions, avoid tax bombs, and enhance your retirement savings.

This video is a treasure trove of actionable tips for savvy tax planning, designed to help you save more and stress less.

It's a must-watch for anyone navigating the complexities of early retirement with diverse income streams. Tune in now for expert insights!

––––––––––––––––––––––––––––––
Time Stamp
00:00 - Introduction
00:04 - Case Study Overview
00:33 - About the Presenter
01:01 - Roth Conversion Questions
02:03 - The ‘No-Brainer’ Bracket
03:12 - The Dynamic Bracket Concept
05:00 - Required Minimum Distributions (RMDs)
06:41 - Tax Bomb Strategy
08:21 - Importance of Tax Planning
10:11 - Software for Conversions
12:02 - Key Takeaway
13:09 - Closing Remarks

––––––––––––––––––––––––––––––
PODCAST - https://earlyretirementpodcast.com/
INSTAGRAM -   / earlyretirementari  
LINKEDIN -   / aritaublieb  

What video topic would you like to see discussed in a future video?

Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast.

––––––––––––––––––––––––––––––
📣 Are you taking advantage of tax planning before 2026? Most people hoping to retire early know they're leaving money on the table but don't know how to fix it.

👉 Subscribe to our channel and press the bell icon.

–––––––––––––––––––––––––––––
⚠️ "DISCLAIMER:⚠️

All content is not to be received as financial advice, and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions.

This video contains content I created and got permission from its creators to use. This Channel DOES NOT Promote or encourage Any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only.