@markjkohler: Converting everything to Roth at once can place in a HIGHER tax bracket... Use the chunking strategy instead! The full 8 minute strategy is explained on my YouTube channel - Link in bio! #Roth #chunking #taxes #finance #cpa #fyp

Mark J. Kohler
Mark J. Kohler
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Region: US
Wednesday 03 January 2024 19:00:32 GMT
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zesphynx
Zesphynx :
No upside to Roth conversion. Leave the money alone and let it grow
2024-01-04 05:20:22
4
dcviewsandnews
dcviewsandnews :
This doesnt make sense. If you hit higher tax bracket it’s only that amount over that threshold thats taxed at that rate.
2024-01-04 12:30:12
3
brutus3754
Brutus :
Can you do that if you are under 59.5 ?
2024-01-10 15:54:48
1
user620911426256
user620911426256 :
What about IUL
2024-01-03 19:20:27
1
proline19
Proline :
Why convert when you’re working and earning an income?
2024-01-12 04:22:49
0
b_man_2023
Bobthebuilder :
Lord! Time to retire
2024-01-03 23:08:09
1
cashflowrida69
gotBULLjunk.com :
Do not have all your clients do anything
2024-01-04 14:17:32
2
tnmanq1968
TennMann :
Not possible when you’re already in the 39 bracket. It’s always painful.
2024-01-11 23:39:20
0
cashflowrida69
gotBULLjunk.com :
Move $2m to Sdira. Resort real estate cabo. Then $16,000 a month cashflow taxes paid. No w2. Go independent or start your own non profit
2024-01-04 14:17:13
1
cashflowrida69
gotBULLjunk.com :
Cabo $1
2024-01-04 14:17:18
0
jeff_explores
jeff_explores :
To help reduce future RMDs and avoid IRMAA penalties, we’re shifting from doing only Roth conversions to taking larger 401(k) withdrawals starting at 60 to cover expenses while converting a smaller amount each year. This approach keeps our cash flow steady, protects our taxable savings, still builds a strong Roth, and lowers the long-term tax burden—especially for the surviving spouse. Taking more from the 401(k) earlier helps prevent bigger tax issues later. What do you think of this approach?
2025-12-01 18:58:25
0
cashflowrida69
gotBULLjunk.com :
Wrong questions. Rothschild be taxable later
2024-01-04 14:16:04
0
cashflowrida69
gotBULLjunk.com :
Working for nothing.
2024-01-04 14:15:46
0
cashflowrida69
gotBULLjunk.com :
Ss @62 tax paid by LTCG acct
2024-01-04 14:19:00
0
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