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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
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Don't Do Any Roth Conversions Before You Ask Yourself THIS
Manage episode 440196980 series 2973839
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.
Chapters
1. Understanding Early Retirement and Financial Independence (00:00:00)
2. Work, Retirement, and Recreational Employment (00:03:21)
204 episodes
Manage episode 440196980 series 2973839
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.
Chapters
1. Understanding Early Retirement and Financial Independence (00:00:00)
2. Work, Retirement, and Recreational Employment (00:03:21)
204 episodes
All episodes
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