Roth Conversions are great for creating tax-free income in retirement AND as a way to transfer wealth. But they don’t always make sense.
5 Reasons You Might NOT Want To Do A Roth Conversion
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Safe Wealth Planning Blog
The Top 4 Ways to Minimize Taxes in Retirement
One of the best ways to maximize your retirement income is to MINIMIZE your taxes. Here’s 4 important ways to do just that.
The Stock-gifting, Tax-shifting Strategy That Allows You To Transfer Assets 100% Tax-free!
A little know IRS loophole that allows you to transfer assets to lower the tax liability (potentially to 0) for your loved ones and…
How To Accumulate $96,000 of Additional Tax-free Retirement Funds (without saving more)
What if I told you there is a way to increase the amount of tax-free dollars you have in retirement without increasing your savings?!
How to Pay Capital Gains Taxes INSTEAD of Income Taxes on your 401k
401k’s are taxed 100% as ordinary income….Unless you know about this little loophole. This can allow you tax-free 401k withdrawals!
Creating $6.5M of Tax-free Family Wealth with $51,000 of Leveraged Surplus Income
The biggest tax loophole in the IRS tax code is very underutilized. It can be compounded by using a leveraged income strategy as well!
Leveraging All 3 Tax Benefits of an HSA for Retirement
HSA’s are a great way to save & pay for medical expenses 100% tax-free, but they can also be leveraged for retirement as well! Here’s how.
Don’t Leave Income From Social Security on the Table (many do & don’t realize it)!
So many people don’t realize that there is a social security income source that many people simply don’t apply for…even though they…
65-year-old Woman with $1M in Roth & Traditional IRA’s Wants to Retire Immediately with $90k/year
Case study outlining the importance of income and tax planning in fully maximizing your retirement assets (without giving away too much)!
4 Reasons to Focus on Income Planning in Retirement
Income is the lifeblood of a successful retirement. Here are 4 ways to focus your retirement planning around income.
The 5 Big Social Security Mistakes to Avoid Leading into Retirement
The 5 Big Social Security mistakes can be very costly going into retirement. Make sure you aren’t making ANY of these mistakes!
64-year-old Couple with $180k/year of Retirement Income (Roth Conversion or No?!)
Should you do Roth Conversions as part of your Retirement Income Plan? This case study analyzes whether a Roth Conversion makes sense or…