✅ BUILD A TAX-EFFICIENT RETIREMENT WITH US ✅ https://www.suttlecrossland.com/getting-started/
Many retirees overlook the massive tax advantages Roth conversions can provide, not just for themselves, but also for their heirs under the 10-Year Rule.
In this video, I break down how strategic Roth conversions can maximize tax-free wealth, and potentially turn into completely tax-free inheritance.
Don’t wait until it’s too late—learn how to optimize your retirement tax strategy and secure the best financial plan for both you and for your loved ones.
#taxplanning #investing #retirement #retirementplanning
---------------------------------
About Curtis Crossland:
• https://www.suttlecrossland.com/about-curtis-crossland/
• https://www.napfa.org/member/108019/40668
Follow Curtis Crossland on:
• LinkedIn: https://www.linkedin.com/in/curtiscrossland/
Visit Suttle Crossland Wealth Advisors:
• https://www.suttlecrossland.com/
Follow Suttle Crossland Wealth Advisors on:
• Facebook: https://www.facebook.com/SuttleCrossland/
• LinkedIn: https://www.linkedin.com/company/suttlecrossland
---------------------------------
Timestamps:
00:00 Intro
01:20 Roth Conversion Refresh
02:49 Tips to Help Maximize Roth Conversion Outcomes
05:10 Start - Example of Roth Conversion
06:38 Discuss Huge Advantage of Conversions
09:16 Difference in Ending Portfolio Values
09:37 Where the Real Value of Conversions Shines
11:21 Final Thoughts
12:08 Where to Find Us
_____________________
Next Video(s):
Converting $1.5M in 1 Year: https://youtu.be/HIpGsjuWYmc?si=Z-H82_EXsSJ17bV6
Age 60 all Pre-Tax Who Wins?: https://youtu.be/1fh7nKaBQ0o?si=M_QFv9qIqZ3_Lkls