Today we're doing some retirement planning with a one million dollar portfolio, but in this case it's ALL PRE-TAX! It may be surprising but the answer is not simply to do Roth conversion. Learn about the importance of retirement planning with all pre-tax dollars and how it can benefit you in the long run. Don't miss out on this valuable information for your retirement future.
0:00 – 0:51 Intro
0:52 – 1:50 Taxes & Retirement Planning
1:51 – 2:15 IRMAA Tax Explained Simply
2:16 – 3:08 Retirement Plan Overview
3:09 – 3:35 Tax bracket planning in retirement
3:36 – 4:08 When you shouldn't do Roth conversions
4:09 – 6:02 Tax breakdown retirement planning
6:03 – 6:30 Like & Subscribe! 🙂
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