Timothy Sumer

Have you ever been confused on how taxes work for Roth Conversions? In this video, learn how taxes are payed on Roth Conversions! Thank you for watching! Please like the video and subscribe to the channel if you enjoy the content! Here are a few ways that we might be able to help; 1. Watch our free educational videos here on our YouTube Channel 2. Like the Money Evolution Facebook Page. Additional investment and retirement planning content, including Live Stream Market, updates not on the YouTube Channel. 3. Our WealthVision Comprehensive Financial Plan: 4. Learn more about our retirement planning Course The Retirement Time Machine Tracking: 404169-1... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERT IRA TO GOLD: Gold IRA Account CONVERT IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA Tax season can be a tricky time for those who have recently converted from a traditional IRA to a Roth IRA. Converting from a traditiona

Is your retirement income withdrawal and tax planning strategy optimized for your retirement? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to If doing some Roth Conversions is good, does that mean doing larger Roth Conversions is better? Should you convert all of your IRAs? How aggressive should you be on a conversion in a given year? These are common questions that we receive after many retirees find that Roth Conversions are necessary to optimize their retirement tax situation. As with most tax planning, the answer is... "It depends." In this video, we guide viewers through the key variables that determine how much you convert. We talk through who will benefit from converting everything and who will be better off leaving some tax deferred accounts to fill in lower brackets later in retirement. #RothConversion #RetirementIncomePlanning #M