Hi guys, Welcome to the Advanced Video Search Engine, and you are watching 4 Reasons You Should NOT Do a Roth Conversion. That video is uploaded by James Conole, CFP® at 2023-04-01T09:00:09-07:00. We are promoting this video only for entertainment and educational purpose only. So, I hope you like & enjoy it. [7gKbsILFDfU]
| Name | 4 Reasons You Should NOT Do a Roth Conversion |
| Video Uploader | Video From James Conole, CFP® |
| Upload Date | This Video Uploaded At 01-04-2023 16:00:09 |
| Video Discription | Roth conversions can be a wonderful tool. When used inappropriately, it can do more harm than good. Here are 4 instances where you should NOT do a Roth Conversion. Timestamps: 00:00 - Introduction 1:22 - Tax-Free Future 3:28 - Mortgage Payoff Example 5:31 - Example 7:45 - RMD (Required Min Distributions)! 10:35 - QCDs (Qualified Charitable Distributions) 11:55 - RMD Requirement! 13:10 - Summary Learn the tips & strategies to get the most out of life with your money. Get started today → https://www.rootfinancialpartners.com/ Subscribe to be notified for future videos: https://www.youtube.com/channel/UCBNdQfS-fzODmYb8Hkr4egA?sub_confirmation=1 _ _ For more resources and content, check us out below! Website // https://rootfinancialpartners.com/ Podcast // http://readyforretirement.co/ Instagram // https://www.instagram.com/rootfinancialpartners/ Facebook // https://www.facebook.com/rootfinancialpartners/ LinkedIn // https://www.linkedin.com/company/18347030 Other videos we think you'll like: About Root: https://www.youtube.com/watch?v=ZPy7Qlmemy8&t=1s Worried about retirement? Start here: https://www.youtube.com/watch?v=c1dCo73XTw4&t=1s 7gKbsILFDfU |
| Category | Education |
| Tags | investing | retirement planning | tax planning | financial planning | retirement | personalfinance | taxes | dividend investing | financial planning at 50 | how do I retire? | long-term investing | financial planning at 60 | roth conversions | roth ira | IRA | individual retirement account | benefits of investing | pros and cons of investing | donor advised fund | financial education |
