January 25, 2025

How to Avoid the Costly Mistakes of Roth Conversions with Zacc Call

54 minutes

You've decided you want to do a Roth conversion, and in this video, we go over exactly HOW to do a Roth conversion. What is happening during the conversion? What are best practices? And how can you avoid costly mistakes when doing a Roth conversion.

Roth vs Traditional Video:

https://youtu.be/VHHNYdpVwrU

Social Security Tax Tornado Video (with free worksheet):

https://youtu.be/ZetbFdEqi2A

The Financial Call:

https://www.thefinancialcall.com/

Want help? Send me a message!

[email protected]

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⏰ TIME CODES ⏰

0:00 Should you do a Roth conversion?

5:33 Tax Tornado

10:13 How to do a Roth conversion?

11:10 Standard Procedure

23:35 Backdoor Roth

29:48 Mega Backdoor Roth

34:10 Mistakes to avoid when converting

50:55 Up front or over time?

53:13 Zacc's information

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#rothvstraditional #theretirementnerds #roth #rothconversion #retirementnerds #finance

Federal Disclaimer:

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.

Disclosure:

This podcast is intended for informational purposes only, and is not a substitute for personal advice from Capita. This is not a recommendation, offer, or solicitation to buy or sell any security. Past performance is not indicative of future results. There can be no assurance that investment objectives will be achieved.

Different types of investments involve varying degrees of risk, including the loss of money invested. Therefore it should not be assumed that future performance of any specific investment or investment strategy, including the investments or investment strategies recommended or proposed by Capita will be profitable. Further, Capita does not provide legal or tax advice. Please consult with your legal or tax professional for advice prior to implementing any strategies discussed during this podcast.

Certain information discussed during this podcast is based upon forward-looking statements, information and opinions, including descriptions of anticipated market changes and expectations of future activity. Capita believes that such statements, information and opinions are based upon reasonable estimates and assumptions. However, forward-looking statements, information and opinions are inherently uncertain and actual events or results may differ materially from those reflected in the forward-looking statements. Therefore, undue reliance should not be placed on such forward-looking statements, information, and opinions. Registration with the SEC does not imply a certain level of skill or training.

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