Don't Withhold Taxes on Roth Conversions

Wise Money Show September 28, 2023
Video Thumbnail
Wise Money Show Logo

Wise Money Show

View Channel

About

Listen. Learn. Prosper. The Wise Money Show™ is where individuals looking to build wise financial habits turn for advice. Our channel is all about teaching you how to make the right financial decisions in your life that align with your financial plan. If you are looking to be better prepared for retirement, pay fewer taxes, fully fund your retirement accounts, and more, then make sure you subscribe to this channel now! Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC.  Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations.

Video Description

One of the biggest mistakes people make when doing a Roth Conversion is withholding taxes. I’ll tell you why and what you should do instead. Have a question you want to be answered on the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit https://www.korhorn.com/ or call 574-247-5898. Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-show. Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow ​ Instagram - https://www.instagram.com/thewisemoneyshow/ Twitter - https://twitter.com/WiseMoneyShow ​ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog ​ Listen on Podcast: https://link.chtbl.com/WiseMoney ​ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Mike Bernard, CFP® offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

You May Also Like