084. When to Convert to a Roth IRA for Retirement Planning

27/05/2024 7 min

Listen "084. When to Convert to a Roth IRA for Retirement Planning"

Episode Synopsis

Ready to save $10k-$50k in taxes this year? Book a call here:► https://taxstrategy365.com/pod-appIn this episode of the LearnLikeaCPA Podcast, host Ryan Bakke discusses the best times to convert to a Roth IRA, including key considerations and strategies for maximizing tax savings.In this video, we cover:- Shock in income years as ideal conversion opportunities- Leveraging real estate investments for tax advantages- Considering future changes in state income tax rates- Taking advantage of Roth conversions during market downturns- Building a tax-efficient retirement by diversifying income bucketsTimestamps:00:00 Strategic tax planning for long-term financial savings.03:51 How to use real estate losses to offset retirement conversions.06:58 "Tax efficient retirement: diversified assets, Roth IRA."Want me to answer your questions live? Come to my next Ask Me Anything Q&A:► https://taxstrategy365.com/pod-amaLet's connect!► Instagram: https://www.instagram.com/ryanbakkecpa/► LinkedIn: https://www.linkedin.com/in/learnlikeacpa/► Twitter: https://x.com/RyanBakkeCPA► Facebook: https://www.facebook.com/ryanbakkecpa► TikTok: https://www.tiktok.com/@ryanbakkecpa*None of this is meant to be specific investment advice, it's for entertainment purposes only.