If you want to know how to approach a mathematically sound roth conversion strategy, watch this video!

Social Security Taxability Video:

https://youtu.be/NxH2jHzZwFo

Get the Free Social Security Taxability Worksheet Here:

https://theretirementnerds.com/social-security-worksheet/

Need help? Email me!

[email protected]

Visit our website: https://www.TheRetirementNerds.com

Join our newsletter:

https://theretirementnerds.com/newsletter/

=============================

This video is NOT sponsored.

The Retirement Nerds is the no-cost educational platform and serves to offer information around Medicare, Social Security, Financial Planning, and Estate Planning. =============================

Send me a message!

=============================

[email protected]

⏰ TIME CODES ⏰

0:00 Intro

1:00 3 Steps to Do Roth Right

3:25 Conversions vs Contributions

5:13 Step 1: Model Out Taxable SS Income

7:00 Step 2: Layer On Other Income

8:01 Step 3: Understand Traditional, Roth, After Tax

10:45 Starting the Analysis

15:24 Understanding Extra Income Needs

16:16 Serious Issues with Software

17:35 Convert Nothing Idea

29:48 Convert Everything Idea

45:30 Pros & Cons of Convert Nothing and Everything

52:03 Convert Something... how much?

1:06:49 Pros & Cons of Converting Something

1:09:24 Bringing it all together

1:10:25 Question From The Internet

1:16:24 Where to get help

=============================

#rothira #theretirementnerds #retirementnerds #rothvstraditional #retirement #retirementplanning #retirementinvesting #retirementadvice #retirementincome #finance #financialfreedom

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.