These Are The Sweet Spots For Roth Conversions If You Are 55-63 w/ A Pension & $1M+

Описание: If you're between the ages of 55-63 and will retire with a pension and $1 million or more saved, this video is for you. In this video, Joe talks about the two Roth conversion sweet spots that you'll want to pay attention to during this unique time before you retire. He talks about how many retirees in your shoes should expect to be in a higher tax bracket in retirement, and shares ways to take most advantage of the 12% and 24% brackets.

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Timestamps:
00:00 Intro
02:15 Are you part of the 2% Club?
03:16 How does your current income compare to your future income?
04:44 The 12% bracket
09:14 The 24% bracket

Disclaimer: Since we do not know your specific situation, none of this information can serve as tax, legal, insurance, or financial advice, and may be outdated or inaccurate. The information comes from sources believed to be reliable but cannot be guaranteed. This content is prepared for educational purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Peak Retirement Planning, Inc. is a Securities and Exchange Commission registered investment adviser and able to offer advisory services in Ohio and in other states where registered or exempt from registration.