Good Financial Reads: Your Tax Planning Guide (Part Three)
Retirement Roth Conversions Part 2 [Video]
In our first video on pre-retirement Roth Conversions , we talked about what Roth Conversions are and why you might want to do them. Saving taxes is a big driver of the strategy. You strategically “fill up” lower tax brackets in order to avoid seeing Required Minimum Distributions drive you into higher tax brackets while in retirement. In Part 2 of our series on Roth Conversions, we’re taking a deeper look on how to plan for this strategy years before your retirement.