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In past videos, we've talked about different sources you can use to pay your Roth Conversion taxes.

Everything from paying Roth Conversion taxes out of the actual conversion to paying conversion taxes out of your Roth IRA if you're younger than 59 1/2.

In today's video, we round out this topic by discussing the optimal way to pay taxes on a Roth Conversion.

Our goal with Roth Conversion strategies is twofold:
1. Convert money from lesstax preferenced accounts to taxprotected accounts AND
2. Pay less in taxes today than we will pay down the road

You will see as we go through this video, this 'tax paying' strategy accomplishes both of these.

In this video we discuss:
✅ How the right Roth Conversion strategies result in large conversions ending up in your Roth IRA

✅ How to avoid underpayment penalties and estimated tax payments by paying your taxes on time

✅ How to optimize Roth Conversion taxation and save on taxes throughout your retirement

#RothConversion #RetirementIncomePlanning #TaxPlanning



Always remember, "You Don't Need More Money; You Need a Better Plan"

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