5-Step Roth Conversion Blueprint—Build Tax Free Wealth

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Timecodes:

0:00 - Intro
2:03 - Roth Conversion 101
4:17 - Try Empower
5:40 - Step 1 - Understand Your Current Tax Bracket
6:42 - Step 2 - Identify Your Conversion Window
9:00 - Step 3 - Decide How Much to Convert
11:51 - Step 4 - Plan for the Tax Bill
12:41 - Step 5 - Execute The Transfer
13:54 - Common Mistakes

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DISCLAIMER: I am not a financial adviser. These videos are for educational and entertainment purposes only. I am merely sharing my personal opinion. Please seek professional help when needed.