Is it possible to calculate a break even point for Roth Conversions? Why? What else to consider?
How do you calculate the breakeven point for performing Roth Conversions? This is actually a common misunderstanding for Roth Conversions you need to know. What should I consider for Roth Conversions and how will they impact IRMAA (Medicare Part B and Part D premiums). ---------------------------------------------------------------- PLEASE STOP USING Spreadsheets! It falls way short optimizing every retirement factor Retirement Tool Link I reference and use and recommend -- Boldin (old name: New Retirement) Free 2 week trial. $120/yr after. You will buy this after trying (I have purchased for 5 years ). USE THIS LINK Please ---- https://go.boldin.com/joekuhn -------------------------------------------------------------------- Need a CFP to create your professional retirement plan for a one time fee? I use Neil Fortwendel (812) 471-2492. Neil created my plan. Plan updates as you wish for a smaller fee. Check Neil out on Facebook and LinkedIn. Average Cost: $3500 - includes 12 months coaching! ---------------------------------------------------------------------- DO NOT GO IT ALONE!!!!!!! Money Pickle - FREE! use link to set up a FREE 45 minute dialog with a Financial Advisor No obligation. Get answers to your specific questions. Get an expert to look at your plan. https://quiz.moneypickle.com/?utm_sou... --------------------------------------------------------------------- Want a CFP to review/evaluate you plan for $300? Donaldson Capital Management now provides this service to my viewers LINK: https://contact.dcmol.com/financial-p... Promoter Disclosure: https://leandrivenreliability9-my.sha... ----------------------------------------------------------------------- Most Popular VIDEOS Health Insurance before Medicare • Health insurance on FIRE / early reti... Demo of Boldin (NewRetirement) Software • How I plan my retirement using New Re... You Cannot retire with these 4 • Can I retire? What are common traits... 2 shocking surprises in retirement • 2 Shocking Truths discovered 6 months... 15 things you must let go to retire • You must "let go" of these 15 things ... My retirement budget • Can I retire? Expenses in Retirement ... 5 early retirement regrets • My 5 Regrets Retiring Early - Learn f... this convinced me to retire • This was the push I needed to retire ... Timing of Social Security • I made a MISTAKE taking Social Securi... How I fill my buckets • How I fill my 3 Buckets of Retirement... How I document my retirement plan • How to document your Retirement Finan... What I have learned from 300 retirement coaching clients • You have errors in your plan - How wi... --------------------------------------------------------------------------- Looking for a FINANCIAL ADVISOR - Assets under Management or one time plan creation. I use Neil Fortwendel with Northwestern Mutual ph: 812 471 2492. ---------------------------------------------------------------------------- Video by Lean Driven Reliability LLC This video is not investment advice nor advice at all. For entertainment ONLY and reflects my personal story. Seek professional help to understand your unique situation. Affiliate Disclosure: Most of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and purchase or set up a discussion. Nevertheless, I only recommend products or services that 1) I currently use or have used or 2) I believe can help the majority of people. #retirement #retirementplanning #retireearly #retireearlyandtravel #financialfreedom #financialindependence #retirementincome #retirementstrategy #findingpurpose #keto #ketodiet #ketovore #hiit #hiitworkout #healthylifestyle #howmuchcanIspend
