Too Many Roth Conversions at Too High of Rates #retirementnerds #retireright #retirementplanning
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Too Many Roth Conversions at Too High of Rates #retirementnerds #retireright #retirementplanning
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YouTubeThe Retirement Nerds
Don't trade a small risk for a bigger risk. #retirementnerds #retirementplanning
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Don't trade a small risk for a bigger risk. #retirementnerds #retirementplanning
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YouTubeThe Retirement Nerds
There are emotions... and then there's the math. #retirementnerds #retirement #podcast
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There are emotions... and then there's the math. #retirementnerds #retirement #podcast
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YouTubeThe Retirement Nerds
RMDs are not the enemy. pause when emotions come in, run the math, and then make the decisions.
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RMDs are not the enemy. pause when emotions come in, run the math, and then make the decisions.
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YouTubeThe Retirement Nerds
1 Roth conversion creates a new reality for your retirement financial picture #roth #retirementnerds
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1 Roth conversion creates a new reality for your retirement financial picture #roth #retirementnerds
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YouTubeThe Retirement Nerds
Here is how your RMDs change as you get older. #retirementnerds #podcast #retirementplanning
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Here is how your RMDs change as you get older. #retirementnerds #podcast #retirementplanning
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YouTubeThe Retirement Nerds
RMDs and different types of accounts (IRA, 401(k), 403b) #rmds #finance
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RMDs and different types of accounts (IRA, 401(k), 403b) #rmds #finance
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Required Minimum Distributions (RMDs). Here's what they are. #finance #rmds #retirementnerds
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Roth vs Traditional debate hinges on your tax rate when contributing vs withdrawal.
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The reality for most (not all) retirees is that RMDs are not something to fear. #retirement
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YouTubeThe Retirement Nerds
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In the Roth vs Traditional debate, make sure you are getting the foundational math correct. #rothira
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YouTubeThe Retirement Nerds
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Think of Roth and Traditional as the "tax" garage. What you put in the garage is the investment.
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The 4% Rule vs Ramsey's 8% #investing #retirement #finance #shortsfeed
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Big no-nos around retirement accounts and trusts. Understand what's allowed, what's not, and why.
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Is Converting to a Roth IRA Worth it? Pros and Cons #shortsfeed #podcast #retirement #shortsviral
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67% Of Americans D.i.e With TOO Much Saved - Here's How To Avoid It!! #retirementplanning #socialsecurity #american #retirement #finance
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Makes no sense to spend more money in your 60s just to have less money to be taxed in your 70s. The prize is NOT the lowest tax bill #retirement #retirementplanning #socialsecurity #retired #socialsecuritybenefits
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The 7 Things You Need to "Fund" Your Trust. #retirementnerds #estateplanning
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Affordable health insurance seems to be one of the biggest hold ups #retirementplanning #retirement #socialsecurity #socialsecuritybenefits #medicare
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Retiring Early Can Dramatically Change Your Retirement Plan
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YouTubeThe Retirement Nerds
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