5 Reasons You Shouldn't Convert to a Roth IRA (2024)

Are you considering converting to a Roth IRA in 2024? Watch this video first! In this video, we discuss 5 important reasons why you might want to think twice before making the switch. From tax implications to long-term financial strategies, we cover it all. Stay informed and make the best decision for your financial future.

Chapters
0:00 Reason 1: High Income
0:36 Reason 2: ACA Tax Credits
1:31 Reason 3: Charitable Donations
3:05 Reason 4: Currently on Medicare
3:54 Reason 5: Filing FAFSA for College Financial Aid
4:38 Summary

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Maximize Your Retirement Income!
Lower Your Lifetime Tax Bill
Avoid Mistake with Your Pension
Get the Most out of Social Security

Don’t miss out on the money you deserve in retirement – just because you got the timing wrong!

If you’re trying to find the answers to these questions:
- How do I get the most money out of my Social Security & Pension?
- How do I lower my lifetime tax bill?
- How do I turn my $500k+ retirement savings into retirement income?
Then schedule an intro call with the team at Keil Financial Partners:
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Jeremy Keil, aka “Mr. Retirement” and Keil Financial Partners offer retirement planning services focused on retirement income and tax planning, Social Security and pension claiming decisions, health & life insurance analysis and estate planning strategies.