Roth IRA Basics: Contributions vs. Conversions Simplified -- Brandywine Oak Private Wealth
Автор: Brandywine Oak Private Wealth
Загружено: 2025-02-26
Просмотров: 7
Описание:
Understand the differences between Roth IRA contributions and conversions with this comprehensive guide. Learn how to maximize your tax-free retirement savings while avoiding common pitfalls.
The basics of Roth IRA contributions
Eligibility rules and income limits for 2024
How Roth IRA conversions work and their unique benefits
Tax planning strategies for contributions and conversions
Why a detailed Roth IRA plan is essential for every family
Timestamp Overview
0:00 - Intro: Contributions vs. Conversions
0:24 - Brief history of Roth IRAs
0:43 - The two ways to fund a Roth IRA
0:51 - Basics of Roth IRA contributions
1:16 - 2024 income limits and eligibility
2:05 - Comparing contributions to conversions
2:19 - What is a Roth IRA conversion?
2:43 - Tax planning for conversions: The golden rule
3:13 - When to convert: Low tax years and retirement
3:38 - Importance of personalized Roth IRA planning
Brandywine Oak Private Wealth was founded with a clear mission: provide personalized Family Wealth Plans to successful families who often lack the time, resources, and desire to manage their wealth effectively.
Learn more by visiting https://brandywineoak.com/
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