Are Roth Conversions on Sale?!?

Is your retirement plan designed to take advantage of all market cycles? Does your Roth Conversion strategy optimize for conversion timing? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact. DISCLAIMER: This video is not advice for your situation or the current market environment. Always use experienced help when retirement planning Roth Conversions are a powerful retirement tax strategy. They can be used strategically to minimize and eliminate future tax burdens. But how can we get more out of our conversions? Many retirees perform their Roth Conversion at the end of the year. There are reasons this can make sense... for some. Others will find that if they question the status quo here and adjust their Roth Conversion timing strategy, they can gain an additional expected benefit. A specific strategy discussed in this video is using market volatility or a market drawdown to your advantage. If your portfolio is down and you believe it will recover on a reasonable timeline, we can gain a tax benefit by performing this conversion during a drawdown. Why? You allow for the recovery to happen inside your Roth IRA. Effectively you paid less in the Roth Conversion taxes relative to the ending conversion value you attained. In this video, we explain the logistics of this powerful concept. #RothConversion #MarketDrawdown #RetirementIncomePlanning - - - - - - - - - - - - - - - - Always remember, "You Don't Need More Money; You Need a Better Plan" 🍿 Subscribe to our channel: https://www.youtube.com/channel/UCVMA... 🏆 Join our 'Retirement Mastery' Facebook Group: https://bit.ly/retirement-mastery-group 📈 Talk with us about your retirement plan here: https://www.safeguardinvest.com/contact 📚 The New 60/40: How the Next Generation of Retirees Can Achieve Radical Financial Freedom through Better Safe Investing - https://www.amazon.com/New-60-Generat... Safeguard Wealth Management is a Registered Investment Advisor in the State of WI. Safeguard Wealth Management is not an insurance provider. All content on Youtube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at https://www.safeguardinvest.com/fiduc...