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In this episode, host Shawn Terrell discusses how to think about timing Roth IRA conversions for a dentist who plans to exit from clinical dentistry.
He uses the analogy of a long bike ride on RAGBRAI as a way to think about ideal timing.
The objective for dentists like Dr. Bill is strategic timing of Roth IRA conversions to minimize tax burdens.
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Episode Resource
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Meet with Dentist Exit Planning Advisor:
Schedule Discovery Meeting
-----------------------------------
About Dentist Exit Planning:
Website: dentistexit.com
Facebook Group for Dentists
YouTube
Sign-Up for Dentist Exit Email Newsletter
Email Shawn at: [email protected]
By Shawn TerrellIn this episode, host Shawn Terrell discusses how to think about timing Roth IRA conversions for a dentist who plans to exit from clinical dentistry.
He uses the analogy of a long bike ride on RAGBRAI as a way to think about ideal timing.
The objective for dentists like Dr. Bill is strategic timing of Roth IRA conversions to minimize tax burdens.
-------------------------------
Episode Resource
----------------------------------
Meet with Dentist Exit Planning Advisor:
Schedule Discovery Meeting
-----------------------------------
About Dentist Exit Planning:
Website: dentistexit.com
Facebook Group for Dentists
YouTube
Sign-Up for Dentist Exit Email Newsletter
Email Shawn at: [email protected]