Roth Conversions Have Changed: The Math You Were Using Is Now Wrong

If you’ve ever considered doing a Roth conversion, or maybe you’re already in the middle of a multi-year plan, you’ll likely want to go back and revisit that after this because some major tax planning assumptions have shifted and even if you have a plan in place right now, it’s probably out of date. 🔗 IMPORTANT LINKS 🔗 👍 Get confidence in your Roth conversion plan with a clear plan for your income, Social Security, and taxes. Book a Retirement Clarity Meeting now! https://carrolladvisory.co/youtube1 📢 Get the Ultimate Retirement & Social Security Cheat Sheet Bundle! https://www.carrolladvisory.com/pl/2148282517 Disclaimers 👨🏻‍⚖️ 📜 HEAR YE HEAR YE: Some of my videos contain links to third party products, apps, and services. If you click through, I may receive a small referral fee to my media company (Carroll Media) through their referral program. Rest assured, I only recommend products or services that I believe will be helpful and informative to my audience. ⭐⚠️⭐Please read this⭐⚠️⭐ ⚠️I am not an attorney, SSDI advocate, or affiliated with the Social Security Administration or any other entity of the US Federal Government. I am a practicing financial planner, but I’m not YOUR financial planner and since I don’t really know you, I can’t give you advice. So please don’t take this video as specific advice for your specific situation. Consult your own tax, legal and financial advisors. 🙇🙇🙇🙇🙇 Investment Advisory Services offered through Carroll Advisory Group, LLC, a registered investment advisor.