Are you accurately planning for one of the most crucial tax planning/Roth Conversion variables? ...Your Heirs. You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 5440576 or go to https://www.safeguardinvest.com/contact.'>https://www.safeguardinvest.com/contact.

Timestamps:
0:00 Taxes Don't Stop When You Pass Away
0:33 A Common Tax Problem for Retirees
2:03 A Frequent Roth Conversion Breakeven Question
2:54 Roth Conversion Calculation Error
4:12 The SECURE Act + Roth Conversions
6:47 Is it a good idea to pass on your IRAs?
8:22 Why should I care?
10:42 How to Pass on the Right Assets


Always remember, "You Don't Need More Money; You Need a Better Plan"

Subscribe to our channel: https://www.youtube.com/channel/UCVMA...

Join our Weekly Email Series: https://bit.ly/weeklyemailseries

Talk with us about your retirement plan here: https://www.safeguardinvest.com/contact

The New 60/40: How the Next Generation of Retirees Can Achieve Radical Financial Freedom through Better Safe Investing https://www.amazon.com/New60Generat...

Safeguard Wealth Management is an SEC Registered Investment Advisor. Safeguard Wealth Management is not an insurance provider. All content on Youtube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at https://www.safeguardinvest.com/fiduc...