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We believe Roth Conversions are one of the most powerful tax planning tools retirees can be using right now.
So much so, approx. 9 out of 10 plans we build have some kind of Roth Conversion element to them.
And yet, every day I see retirees avoiding conversions because of some pervasive Roth Conversion myths.
The right advice can be extremely beneficial to your retirement. That also means bad advice can be extremely destructive. These myths fit into the bad advice column.
In this video, we dismantly two common Roth Conversion myths that we hear often from retirees. Those two myths are:
1. “Conversions result in less money growing for your future. This costs you wealth.”
2. “You never want to pay conversion taxes out of the conversion. It destroys the value of the conversion”
Within this video, we’ll uncover a lot of fundamental reasons Roth Conversions make sense. We’ll show the math that dispels these miscalculations.
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Always remember, “You Don’t Need More Money; You Need a Better Plan”
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Safeguard Wealth Management is a Registered Investment Advisor in the State of WI. Safeguard Wealth Management is not an insurance provider. All content on Youtube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at https://www.safeguardinvest.com/fiduciary