Video Description

✅ BUILD A TAX-EFFICIENT RETIREMENT WITH US ✅ https://www.suttlecrossland.com/getting-started/ What would happen if we convert an entire $1.5 Million 401(k) to a Roth IRA in 1 single year? In this video, we explore this with an example and breakdown. How bad are the taxes and how does this compare to doing no conversion vs doing a more stable yearly approach capped at 12%/15%? What are the impacts of such a large Roth IRA conversion and how does impact your retirement planning & tax planning? Tune in to find out. #taxplanning #investing #retirement #retirementplanning --------------------------------- About Curtis Crossland: • https://www.suttlecrossland.com/about-curtis-crossland/ • https://www.napfa.org/member/108019/40668 Follow Curtis Crossland on: • LinkedIn: https://www.linkedin.com/in/curtiscrossland/ Visit Suttle Crossland Wealth Advisors: • https://www.suttlecrossland.com/ Follow Suttle Crossland Wealth Advisors on: • Facebook: https://www.facebook.com/SuttleCrossland/ • LinkedIn: https://www.linkedin.com/company/suttlecrossland --------------------------------- Timestamps: 00:00 Intro 00:49 Start of Breakdown 10:35 Converting it All 16:09 Converting at 12%/15% Comparison 20:10 Final Thoughts 25:14 Where to Find Us _____________________ Next Video(s): Retirement Tax Planning Framework: https://youtu.be/mkatMRzn6fs