Roth Conversions if Tax Cuts are Extended? (What To Do...?)

Do you know how your retirement tax strategy should change if we see an extension of the Tax Cuts and Jobs Act with the Trump Presidency? 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. Timestamps: 0:00 Roth Conversions if Tax Cuts are Extended? 0:23 How Roth Conversions are (Likely) Changing... 1:31 Is a Roth Conversion Beneficial? The Math... 2:59 Takeaway #1 - Most Reasons for Converions Still Exist 6:19 Takeaway #2 - Aggressive Conversions Make Less Sense 7:15 Takeaway #3 - Roth Conversions Will Take Longer 8:10 Takeaway #4 - Tax Savings Will Likely Drop 9:01 Takeaway #5 - Permanent Extension is Unlikely - - - - - - - - - - - - - - - - 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 Weekly Email Series: https://bit.ly/weekly-email-series 📈 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 an SEC Registered Investment Advisor. 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...