Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Lead Financial Planner (Fiduciary).
Imagine having control over your income after retirement, and making tax planning decisions that can save you hundreds of thousands of dollars. Suppose you have two to five million in pre-tax assets, and you're stuck between making Roth conversions and qualifying for health insurance subsidies - we've got a solution for you! In a journey through the world of taxes and retirement, we outline how to better navigate this often confusing landscape, illustrating the benefits and obstacles of each decision. We share a unique framework that helps you think through these critical decisions and make choices that are beneficial to your financial security.
What's even better? We have a special review from a listener that unveils the true value of our podcast. It's our mission to help a million people retire early, with confidence. Let's talk about the tax-planning window when your income is low after retirement, and discuss how you can take advantage of this. Walk with us through the life of a retiree with an IRA, Roth, and brokerage account as we weigh the option between keeping income low and making Roth conversions. Lastly, we dissect the benefits and hurdles of Roth conversions and health insurance premiums. So, tune in, and let's take control of your financial future together.
Interested in a custom strategy to retire early? →
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DISCLAIMER!
Previously, if your modified adjusted gross income (AGI) exceeded 400% of the FPL, you were not allowed to convert any amount of your traditional IRA or 401(k) to a Roth IRA. The FPL is calculated based on the size of your family and the state you live in.
The repeal of the 400% FPL limit makes it easier for high-income earners to convert their traditional IRAs or 401(k)s to Roth IRAs. This can be a beneficial strategy for those who expect to be in a higher tax bracket in retirement.
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⚠️ "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 that I solely 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 is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only.
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17 сен 2024
