The 3 Most Common Roth Conversion Mistakes (Do THIS Instead)

Описание: Book a Call with an IRA Specialist Today: https://directedira.com/call

In this video I break down the three biggest Roth conversion mistakes that cost people hundreds of thousands in retirement. I’ll show you how to avoid taxes, protect your wealth, and maximize the benefits of a Roth IRA for long-term financial freedom.

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0:00 – 3 Biggest Roth Conversion Mistakes
0:11 – What is a Roth Conversion
0:39 – Roth vs Traditional IRA
1:37 – Mistake #1: Avoiding Roth Conversion
4:05 – Mistake #2: Paying Taxes From IRA
5:06 – Mistake #3: Not Planning for Retirement
7:26 – Roth IRA Estate Planning
8:04 – Why Roth IRAs are the Best

Mat Sorensen is the Founder and CEO of Directed IRA & Directed Trust Company, an INC 500 company with over $2.5B in assets and 1,134% growth in the last three years. He leads one of the fastest-growing custodians for self-directed IRAs, helping investors deploy retirement dollars into real estate, private funds, and alternative assets. Mat is the author of The Self-Directed IRA Handbook, the industry’s most widely used guide with over 50,000 copies sold. He also holds advisory roles with KKOS Lawyers and Main Street Business Services and co-hosts two top-ranked podcasts for investors and entrepreneurs.

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Disclaimer: This podcast is for educational purposes only and does not constitute financial, tax, or legal advice. Consult with a qualified professional before making any investment decisions.
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The Self-Directed IRA Handbook: https://shop.matsorensen.com/products...