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Kandungan disediakan oleh Walter Storholt and Mark Howard. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Walter Storholt and Mark Howard atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Six Reasons to Consider Roth Conversions

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Manage episode 396079699 series 2643568
Kandungan disediakan oleh Walter Storholt and Mark Howard. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Walter Storholt and Mark Howard atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In today’s conversation, we’re going to focus on six key reasons why a Roth conversion might be a game-changer for your financial future. As the dreaded April 15 tax deadline approaches, Mark is here to share why this strategic tax approach makes sense for just about everyone and is a great retirement vehicle to consider.

Here’s some of what we discuss in this episode:

  • If you’re expecting a higher tax bracket in retirement, a Roth could be a wise choice
  • Roths don’t have required minimum distributions
  • Tax diversification is important for minimizing tax impacts on Social Security income, and avoiding increased Medicare premiums
  • The implications of the SECURE Act on non-spouse beneficiaries + how a Roth IRA can offer tax-free income
  • The impact of life events such as death or divorce on your tax filing status
  • The benefits of doing a Roth conversion when IRA holdings are temporarily down

Want to get in touch with Mark?

https://retirementhuddle.com/ mark@howardfinancialgroup.com 888-511-7526

  continue reading

110 episod

Artwork
iconKongsi
 
Manage episode 396079699 series 2643568
Kandungan disediakan oleh Walter Storholt and Mark Howard. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Walter Storholt and Mark Howard atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In today’s conversation, we’re going to focus on six key reasons why a Roth conversion might be a game-changer for your financial future. As the dreaded April 15 tax deadline approaches, Mark is here to share why this strategic tax approach makes sense for just about everyone and is a great retirement vehicle to consider.

Here’s some of what we discuss in this episode:

  • If you’re expecting a higher tax bracket in retirement, a Roth could be a wise choice
  • Roths don’t have required minimum distributions
  • Tax diversification is important for minimizing tax impacts on Social Security income, and avoiding increased Medicare premiums
  • The implications of the SECURE Act on non-spouse beneficiaries + how a Roth IRA can offer tax-free income
  • The impact of life events such as death or divorce on your tax filing status
  • The benefits of doing a Roth conversion when IRA holdings are temporarily down

Want to get in touch with Mark?

https://retirementhuddle.com/ mark@howardfinancialgroup.com 888-511-7526

  continue reading

110 episod

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