How Much Should You Actually Convert to a Roth? (Real Numbers)
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How Much Should You Actually Convert to a Roth? (Real Numbers)
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🔗 Access the retirement planning software → https://foundryfinancial.typeform.com/rightcapital?utm_source=youtube&utm_medium=longform&utm_campaign=should-i-do-a-roth-conversion-desc&utm_content=descriptionRoth conversions can save some retirees over a million dollars in taxes. But for others, they may not make sense at all.The problem is that most people are getting shouted at from both sides with no real framework for figuring out which camp they fall into.In this video, we walk through an actual case study using the same planning software our firm uses internally, so you can see the real numbers, not just the theory.You'll see exactly what happens to a couple's tax bill when they do nothing versus when they strategically convert during the low-income window between retirement and Social Security. The difference is striking.We also break down the 7 key factors that determine whether a Roth conversion makes sense for your situation, including things most people overlook.At the end, we show you how to access the same software used in this video so you can model your own scenario.Roth conversions are not a one-size-fits-all strategy. But with the right analysis, they can be one of the most powerful tax tools in your retirement plan.