6 Reasons NOT to Convert to a Roth
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YouTubeKevin Lum, CFP®
6 Reasons NOT to Convert to a Roth
Free Introductory Call https://www.foundryfinancial.org/retirement-assessment In past videos I've talked about the power of Roth conversions, but in today's video I'm going to cover the 6 reasons why converting your Roth might not be the best strategy for you! In this video, we explore scenarios where Roth conversions could actually lead to ...
807.4K viewsApr 6, 2024
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Taylor Sohns- CFP®, CIMA®, MBA- Finance on Instagram: "Max the 401k before contributing to a Roth. The math is clear. There are two exceptions to this rule: 1. You’re in a very low tax bracket today (low income) 2. You believe tax rates are going to skyrocket Betting on massive tax hikes hasn’t paid off for anyone. Since I entered this industry, people have been saying “tax rates are going higher.” In reality, they’ve done nothing but trend lower. Why? There’s very little political capital in sa
1:26
Taylor Sohns- CFP®, CIMA®, MBA- Finance on Instagram: "Max the 401k before contributing to a Roth. The math is clear. There are two exceptions to this rule: 1. You’re in a very low tax bracket today (low income) 2. You believe tax rates are going to skyrocket Betting on massive tax hikes hasn’t paid off for anyone. Since I entered this industry, people have been saying “tax rates are going higher.” In reality, they’ve done nothing but trend lower. Why? There’s very little political capital in sa
Instagramlifegoalinvestments
39.5K views1 week ago