Video Series 4 of 5 for retiree tax training
The Secret To Roth Conversions To Save You Big & Why You Might Avoid Them
What you'll learn in this video:
How a Roth can save big time
How they can hurt you
Should you do a conversion?
Video Series On How To Save On Taxes (Choose One Below)
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Ok... So Who Am I?
I'm an Enrolled Agent of the US Treasury (the highest credentials on taxes by the IRS), an Amazon Best New Release Author on Taxation who specializes in retirement, and a son who loves his father and watched him struggle in retirement. And here's my credentials in black and white.
I left for Europe in 2014 with my young family as my father was entering retirement. As any dad would do to protect his son he told me he was fine. When I came back in 2020 I came back to a destroyed house and he was struggling. My father is my best friend, my best man at my wedding and this was incredibly painful.
My father would never let me do his taxes so I wouldn’t see his financials. This worksheet is the exact advice I would give him as I know the mistakes retirees make that are easy to avoid.
My goal is to tell you I truly care about your retirement, about you, and the life you created for yourself and only do what is best for you. I promise to be a straight-shooter who is compassionate for your situation.
You need to follow economic and mathematical facts for an optimal retirement with your taxes
What you need is someone who not only cares about you and what's best but has the scientific and economic facts on the best way to plan your taxes. That's what we do and how we'll treat you.
You are not a number, you're someone who has saved their entire life who needs the care and respect that is our only goal. That's why on this call the focus is only to educate you so you have the ability to have due diligence what's best for you and your family.