Retirement Planning

Finding the Sweetspot For Paying Roth Conversion Taxes [Video]

Watch/Read More

Finding the Sweetspot For Paying Roth Conversion Taxes

Is your Roth Conversion strategy optimized to ensure you gain the most from this powerful tax strategy? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to

What is the most optimal way to pay Roth Conversion taxes?

Running the numbers in a ‘clean’ calculation shows that paying out of your taxable account is the most optimal.

But what happens when the calculations aren’t so clean? What happens when paying Roth Conversion taxes out of our taxable account causes us to sell an asset and thus generate more in taxes.

Does this ruin the value of this Roth Conversion strategy?

In some cases, yes. In many, no.

Paying conversion taxes from our taxable account requires us to factor in a lot of different variables:

✅ The long term capital gain rate we are paying today vs. the rate we would be paying in the future

✅ Whether we will be using the taxable account for income during our life or using it as an estate planning tool for the next generation?

✅ How much tax drag we are generating by investing the taxable account?

✅ How much unrealized growth is in the taxable asset we are selling?

✅ and many more…

Coordinating these variables in the most optimal way is a layered calculation that will adjust with very small changes in each of these given variables.

In this video, we talk through these variables and finding the Roth Conversion sweet spot for paying Roth Conversion taxes out of your taxable account.

#RothConversion #RetirementIncomePlanning

– – – – – – – – – – – – – – – –

Always remember, “You Don’t Need More Money; You Need a Better Plan”

🍿 Subscribe to our channel:

🏆 Join our ‘Retirement Mastery’ Facebook Group:

📈 Talk with us about your retirement plan here:

📚 The New 60/40: How the Next Generation of Retirees Can Achieve Radical Financial Freedom through Better Safe Investing –

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

Retirement Planning

Social Security & Biden… [Video]

Social Security and BidenIn this video, we discuss Social Security and President Biden. Two very important topics that we need to discuss and if these two are related and if they will work together. Social Security benefits include retirement, SSDI, survivors benefits and we also refer to SSI, supplemental security income in this video. Social Security benefits send out a very important monthly benefits to roughly 65 million Beneficiaries along with SSI, supplemental security income, 70 million Beneficiaries rely on this monthly checks each and every month, these are incredibly important. We are discussing President Biden in reference to Social Security, SSDI, SSI monthly benefits.Please make sure to subscribe to the Blind to Billionaire channel and share this video with your friends, family, social media and check out any of the other videos here on the channel. Fan Club - Join Here: Stocks Here: $30 when you spend $30 here: Amazon Here:***Disclaimer*** All the material in this video is for entertainment purposes only and is not financial, legal, accounting, tax, investment advice, or advice in any way. This information should be used as general information for entertainment purposes, we highly advise you speak to your professional for specific information. We are not liable in any way, shape, or form as a result of any information discussed in this video. Links shown above are affiliate links which will result in the creator receiving a small commission upon the use/registration of the link provided.Blind to Billionaire is a dedicated YouTube channel to bring you daily updates and information to be The most valuable and high-quality information for this community. Blind to Billionaire is very dedicated to this community so please make sure to subscribe, share this video and check out any of the other thousands of videos here on the channel.#SocialSecurity #SSDI #SSI #BlindToBillionaire

Retirement Planning

GOOD NEWS! Social Security Benefits Update (Feb28) [Video]

Todays update for seniors on SSI, SSDI and Social Security Benefits Retirement,

Retirement Planning

BIG DEAL - Social Security Benefits Update (Feb28) [Video]

Get 3 Free Stocks valued up to $6300! for seniors on social security benefits, retirement, ssi, and ssdi,