I’M RETIRED with PRE-TAX MONEY - How Do I Minimize Taxes In Retirement? (Case Study)

In this video we cover what retirement income planning can look like if you have mostly pre-tax money heading into retirement. We'll cover how to minimize the impact taxes have during retirement with a Roth conversion case study.

In this video, we'll answer:
- How to retire with all or mostly pre-tax money?
- How much and when should I convert to Roth?
- What are the other considerations for doing Roth conversions?

Resources:

The Defining Wealth Podcast:
Our goal for this podcast is to help give you the clarity to make confident financial decisions. Personal finance is... personal. Everyone's goals, objectives, and values should be reflected in their financial plan. Our mission is that you can learn to apply what we cover to create a better and more fulfilling life.

Hosted by Kyle Kuyat, CFP®, ChFC®, RICP® & Jacob Gardner, CFP®.

Disclosure:
The following video is for education and entertainment only, and is not to be considered financial or tax advice. Past performance is not indicative of future results.

[beilu]

I wonder how they pay the taxes on Roth Conversion.