See How Roth Conversions Saved $300k+ In Taxes When Retiring Early!
Interested in a custom strategy to retire early? →
https://vwo3759x8i7.typeform.com/earlyretirement
In this video, we will discuss a detailed case study of a couple aiming for early retirement and their approach to reducing tax liabilities. Find out how Roth conversions can offer significant tax savings.
We will also stress the importance of planning for the tax implications of required minimum distributions (RMDs) and potential inheritance taxes, stressing the need for thoughtful consideration of future income sources and tax brackets.
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Time Stamps
00:00 Intro
01:13 What Can You Do To Minimize Your Tax Bill
04:25 Plan Your Tax Strategy Wisely
05:20 Analyzing Different Tax Brackets
07:25 Avoid This Mistake -Dont Convert It All
08:45 Summarizing With A Real-Life Example
12:11 Work With Us
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eBook: The Complete Guide To An Early Retirement (FREE)→
https://rootfinancialpartners.com/early-retirement
eBook: The Complete Guide To Health Insurance (FREE)→
https://rootfinancialpartners.com/health-insurance
Early Retirement Expense Calculator (FREE) → https://rootfinancialpartners.com/cash-flow-planner
PODCAST - https://earlyretirementpodcast.com/
INSTAGRAM - https://www.instagram.com/earlyretirementari/
LINKEDIN - https://www.linkedin.com/in/aritaublieb/
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Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast.
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⚠️ "DISCLAIMER:⚠️
All content is not to be received as financial advice, and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions.
This video contains content I created and got permission from its creators to use. This Channel DOES NOT Promote or encourage Any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only.
