Roth Conversions can be a wonderful tool to create taxfree income in retirement. However, there are common mistakes when implementing Roth Conversion and James teaches you how to avoid them in this video!
Timestamps:
00:00 Introduction
1:58 Roth Conversion Today
3:04 Future Taxes
4:57 Life Insurance
6:59 Muni Bonds
8:50 RMDs!
10:17 Bracket Changes!
11:05 Roth Conversion Nuances
12:03 Saving On Taxes In Retirement
12:31 Working With Us!
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