Don't Do Any Roth Conversions Before You Ask Yourself THIS

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

Контент предоставлен Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

3M ago 13:07

MP3•Главная эпизода

I often hear someone say "How much and when should I convert my assets to Roth?" when in reality the question should be "How can I live my ideal retirement and minimize taxes along the way?"
Two very different questions.

Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here

Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Разделы

1. Understanding Early Retirement and Financial Independence (00:00:00)

2. Work, Retirement, and Recreational Employment (00:03:21)

219 эпизодов

#Trading #Entrepreneur #Business #Investing #Retirement Planning #pAri Taublieb #Careers #MBA - Early Retirement Specialist (Financial Freedom #Retirement #Early Retirement #Personal Finances #Stock Investing #Real Estate Investing #Save On Taxes