5 Easy Ways To Know If You Should Do Roth Conversions

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.

8M ago 22:27

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Roth conversions can save hundreds of thousands in taxes when done well, but they don't always make sense for you.
This episode will give you the insight needed to determine if (and when) you should implement Roth Conversions.

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

Разделы

1. When Should I Implement Roth Conversions? (00:00:00)

2. Tax Optimization Strategies for Retirement (00:10:10)

3. Maximizing Tax Efficiency With Roth Conversions (00:16:46)

4. Seeking Early Retirement Advice and Tips (00:21:42)

249 эпизодов

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