Don't Do Any Roth Conversions Before You Ask Yourself THIS

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

Content provided by Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

2M ago 13:07

MP3•Pagina episodului

I often hear someone say "How much and when should I convert my assets to Roth?" when in reality the question should be "How can I live my ideal retirement and minimize taxes along the way?"
Two very different questions.

Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here

Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Capitole

1. Understanding Early Retirement and Financial Independence (00:00:00)

2. Work, Retirement, and Recreational Employment (00:03:21)

213 episoade

#Trading #Entrepreneur #Business #Investing #Retirement Planning #pAri Taublieb #Careers #MBA - Early Retirement Specialist (Financial Freedom #Retirement #Early Retirement #Personal Finances #Stock Investing #Real Estate Investing #Save On Taxes