Signin

Pay ZERO Capital Gains Tax vs Roth Conversions in Retirement: How to Determine Which is Best

James Conole, CFP® • May 2, 2024
Video Thumbnail

You May Also Like

Video Thumbnail

Sell, Rent, or Borrow? Best Ways to Use Home Equity in Retirement

James Conole, CFP®

Video Thumbnail

Here’s How to Pay $0 Taxes on $100k Retirement Income

James Conole, CFP®

Video Thumbnail

Roth IRA Tax-Free Withdrawals: 5-Year Rule Explained

James Conole, CFP®

Video Thumbnail

Ed Slott: Roth Conversions Especially Attractive Before 2026

Morningstar, Inc.

Video Thumbnail

How to Retire at 55. 3 Crucial Steps to Optimize Early Retirement

James Conole, CFP®

Video Thumbnail

The New Retirement Strategy That’s Changing the Game

James Conole, CFP®

Video Thumbnail

Tax-Smart Strategies for Wealth Transfer: Secure Your Family's Future

James Conole, CFP®

Video Thumbnail

This is What a Real $3.2M Retirement Portfolio Looks Like

James Conole, CFP®

Video Thumbnail

The Social Security Trap: When Waiting Until 70 Becomes a Huge Mistake

James Conole, CFP®

Video Thumbnail

Maximize Your Early Retirement: Should You Save to 401k or Brokerage Accounts?

James Conole, CFP®

Video Thumbnail

How Much Can I Expect To Spend In Retirement with a $2 Million Portfolio?

James Conole, CFP®

Video Thumbnail

Make Sure You Use This Withdrawal Strategy As Soon As You Retire

James Conole, CFP®

Video Thumbnail

How to Avoid Capital Gains Tax When Selling Real Estate (2023) - 121 Exclusion Explained

Navi Maraj, CPA

Video Thumbnail

How Much Can I Expect to Spend in Retirement with a $2.5M Portfolio?

James Conole, CFP®

Video Thumbnail

When should I start living on cash instead of investments?

James Conole, CFP®

Video Thumbnail

At What Age Should I Work with a Financial Advisor?

James Conole, CFP®

Video Thumbnail

Why Living Off Portfolio Interest No Longer Works in 2023

James Conole, CFP®

Video Thumbnail

Exposing the TRUTH About Roth vs Traditional Accounts | Financial Conversations

The Retirement Nerds

Video Thumbnail

Does it Ever Make Sense to Purchase an Annuity?

James Conole, CFP®

Video Thumbnail

How to Tell Which Financial Professional You Are Working With... And How They Are Paid

The Retirement Nerds

James Conole, CFP®

View Channel

About

No channel description available.

Latest Posts

Video Thumbnail

Maximize Your Roth IRA: When Should You Spend Your Roth Money in Retirement?

James Conole, CFP®

Video Thumbnail

Retiring with Only Pre-Tax Accounts? Make These 3 Retirement Changes

James Conole, CFP®

Video Thumbnail

STOP! Why You Shouldn't Do a Roth Conversion

James Conole, CFP®

Video Thumbnail

The Roth Conversion Sweet Spot: Maximize Retirement Savings (And Avoid Costly Mistakes)

James Conole, CFP®

AI Assistant

Loading...