
Roth IRA Conversion Analysis - Save $1,000,000 in Taxes
Today we are looking at a Roth IRA analysis of someone who has $500,000 in savings in a Traditional IRA. We complete a full analysis to show you how a Roth conversion works. ___________________ Ready to get smarter with your money? 👉 Check us out at Momentprivatewealth.com 🔔 Make sure to subscribe here to be notified of future videos! ‪@LukeTurner_CFP‬ Timecodes 0:49 - Roth IRA vs Traditional IRA 2:00 - Case Study Assumptions 3:38 - Mechanics of a Roth Conversion 5:00 - Breakeven Analysis 7:30 - How to save $1,000,000 in taxes