The SIMPLE Withdrawal Strategy You Should Use First in Retirement...

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Название	:	The SIMPLE Withdrawal Strategy You Should Use First in Retirement...
Продолжительность	:	13.12
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You guys need to be able to take on more clients
Comment from : Remy Romano

I’m 48, sad to say I made terrible money decisions growing up which I'm presently paying for, been dedicating every waking hours towards my retirement and I'd really love to retire to Portugal with atleast $3million by, the market up and down is not helping at all
Comment from : helen rhett gordon

He needs to explain less at a time
Comment from : Kevin Munz

Capital gains are only taxed if realized, right? Only if you sell at a profit, right?
Comment from : Moti

Waiting for the government geniuses to start counting Roth Interest in the calc for paying SS tax bet it comes They won't tax earnings but can figure them into your provisional income Watch it come
Comment from : OnlywenIlaugh

I’m sure there is a lot of useful information in this video but it is presented too quickly Please slow down just a bit There are complex tax strategies here that can be difficult to digest at this pace Thank you though for the information
Comment from : Thumper 77

Selling losers from taxable can pay for Roth conversions and be tax loss harvesting at same time
Comment from : J Dean

Thought IRMMA threshold was $194k for married couples Can convert more than example if wantedcorrect? The example is trying to keep conversions in a lower tax bracket When does it make sense to convert in higher brackets?
Comment from : Mark A

Govt gangsters sure make things complicated Funds a total waste of human capitaltax accountants
Comment from : Fast Eddie

Great video, but it does not address one crucial issue: if one is on the losing side of a lawsuit, retirement accounts are generally judgment-proof, while regular investment accounts are not brbrOne can somewhat reduce that danger with various forms of insurance, but even that isn’t 100 protection brbrFor this reason, I think it’s a good idea to preserve retirement accounts as long as possible
Comment from : Abe Granderson

Wow That was confusing as hell This should be so much simpler than this What a dog and pony show
Comment from : THEDEERKING

And this is why I swapped to 75 roth-in-plan conversion in my 401k and only 25 of contributions being pre-tax brbrHelps keep it simple for down the line
Comment from : Investing Book Summaries

Appreciate your content as it is more informative than most information out there
Comment from : Anderson Legacy

how can retirees do Roth conversions?
Comment from : Gary Inman

The tax saving chart did not take into account the cost of the $22K needed for the $100K IRA to Roth conversion The stradegy is still valid in avoiding Medicare and SS surcharges and reducing SS benefits
Comment from : D Chin

Lots of useful info but plenty of trees and lack of the view of the forest (imo) That creates a confusion If people harnessed S/W like MaxFi (by Kotlikoff - can be Googled) they would see ALL these scenarios and be able to make the optimal choices by themselves - not a goal of this video MaxFi is NOT super complex, once a base case is established (individual situation) the options such optimal Roth Conversion, optimizing SS filing, variety of other options - can be all investigated and compared I would highly recommend for those who fully want to control their own destination (ie Retirement Finances and taxes) It works for me and few friends who use MaxiFi
Comment from : PJ Wesolowski