Do you know your Roth Conversion Breakeven Point? Are you making a common Roth Conversion mistake by incorrectly calculating your breakeven? 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.

Calculating your Roth Conversion Breakeven Point is an essential step in any forwardlooking tax plan.

But I find that most retirees think about a Roth Conversion breakeven in the wrong way.

They think about it in terms of time. Watch this video to see why TIME doesn't matter and find out the most critical variable in your Roth Conversion breakeven calculation...

0:00 What is Your Roth Conversion Breakeven?
0:54 The Wrong Way to Think About a Roth Conversion Breakeven
1:55 The TaxDeferred Mirage
2:11 Comparing Roth Conversion to No Roth Conversion
3:00 The Roth Conversion Breakeven Centers Around THIS!
3:36 Reasons for a Roth Conversion
5:14 What if I pass away early?
7:20 A Common Roth Conversion Mistake

#RothConversion #RothConversionBreakeven

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

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