March 19

The Benefits of Roth Conversions in Retirement Planning!

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Learn how Roth conversions can benefit your retirement savings! In this video, we'll discuss the advantages of converting your traditional IRA or 401(k) to a Roth account. Don't miss out on this important financial strategy!

0:00 – 0:55 Lowering taxes in retirement
0:56 – 3:00 Right Capital Retirement Plan Overview
3:01 – 3:23 Retirement Plan Net Worth
3:24 – 5:00 Retirement Plan Probability Of Success, Risk Assessment
5:01 – 6:40 Right Capital Tax Strategy Planning
6:41 – 8:50 The Tax Impact of Roth Conversions
8:51 – Let us know your thoughts below!

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