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Roth Conversions RULE! Roth Conversion Mini-Course (Your Roth IRA "Convert Kit")
SECTION 1: Welcome to Roth Conversions "RULE!"
Intro Video: Why take a course SPECIFICALLY about Roth Conversions? (3:54)
The GROWING problem inside your Retirement Accounts (and what you can do about it) (3:46)
"It's not what you make that matters, it's what you KEEP” (1:25)
SPECIFICALLY ROTH CONVERSIONS (4:27)
SECTION 2: Exploring your Tax Philosophy and Helping you SEE your Asset Value through a New Lens
How much is REALLY yours? (12:01)
This CAN'T be right.....Is that Real Math? (5:27)
The "Bargain" we made... (6:57)
Ok, now that you have a different perspective…WHERE would you want more of YOUR investments?? (5:09)
Would a Roth Conversion Benefit ME? (13:52)
SECTION 3: The Logistics of Converting (Step-by-Step Guide)
Step 1: Set up your Roth IRA account (1:43)
Step 2: Calculate how much you want to convert (15:38)
Where do I pay Taxes from? (aka..."How do I pay off Uncle Sam?") (4:09)
The “Capability/Capacity” concept (5:46)
**Bonus Topic - Inherited IRAs (8:04)
SECTION 4: Take Action >>> CONVERT!
>> Now you understand...Convert! (2:18)
SECTION 5: Common Mistakes to Avoid
Common Mistakes to Avoid During Roth Conversions (4:48)
SECTION 6: Bonus Section - A Compilation of Helpful Resources
Some extras for you... (1:07)
2025 Tax Card
Understand how your Social Security Benefit is Taxed **EVEN IF THIS CHANGES in 2025, Be Forewarned: Removing taxation from Social Security just places burden elsewhere** (4:47)
Improving Your Tax Return LITERACY (2:41)
Visualize Your RMD’s (3:28)
A "BETR" Calculation (6:13)
Calculating the WHOLE PICTURE (3:18)
Disclosures & Disclaimers and other legal stuff
Disclosures & Disclaimers
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Understand how your Social Security Benefit is Taxed **EVEN IF THIS CHANGES in 2025, Be Forewarned: Removing taxation from Social Security just places burden elsewhere**
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