The GROWING problem inside your Retirement Accounts (and what you can do about it)

Understanding the importance of managing taxes within retirement accounts is crucial to securing a financially stable future...and "Getting Retirement Right".

A few things we cover in this video are:

• Taxes represent the single biggest retirement risk for individuals with substantial wealth in pre-tax accounts.
• Taking control of taxes through informed decision-making is essential for financial security.
• Questioning conventional wisdom and rules of thumb can lead to "OWN-ing" more of your investments and keeping what you earn.

Once you realize this, it becomes apparent that Roth Conversions can provide significant advantages in retirement planning:

• By strategically managing Roth conversions, individuals can optimize tax planning flexibility and potentially reduce tax liabilities in retirement.
• In estate planning, converting to Roth IRAs offers tax advantages for heirs, tax-free withdrawals, and increased flexibility for beneficiaries.

P.S.: If you haven't read his stuff or heard his name, you should be aware of Ed Slott.

• His books and resources are TERRIFIC, and highlight the importance of our topic around Tax-Free Accounts. You can find a bunch of his books on Amazon: https://www.amazon.com/stores/Ed-Slott/author/B001IGOQNC
• The New Retirement Savings Time Bomb is one of the best.
• (*He's actually about to release a new copy of it in June - "The Retirement Savings Time Bomb Ticks LOUDER". Check it out!)