Why is everyone talking about a Roth Conversion
Автор: Fraser Allport
Загружено: 2026-01-16
Просмотров: 50
Описание:
Why are Roth conversions suddenly everywhere — in the news, online, and in retirement conversations?
In this video, we break down what’s driving the surge in Roth conversion discussions, including tax law changes, rising future tax concerns, and how retirees and pre-retirees are rethinking tax planning for retirement. We’ll explain what a Roth conversion is, why it’s getting so much attention right now, and who it may or may not make sense for.
This is an educational discussion, not a sales pitch, designed to help you understand the role Roth conversions can play in a broader retirement and tax strategy. If you’re approaching retirement or already retired, this video will help you ask better questions and avoid common mistakes.
▶️ Watch to learn:
• Why Roth conversions are trending
• When a Roth conversion may make sense
• Common misconceptions and risks
• How Roth conversions fit into long-term tax planning
If you found this helpful, subscribe for more plain-English retirement and tax planning education.
Повторяем попытку...
Доступные форматы для скачивания:
Скачать видео
-
Информация по загрузке:
