“If you discover you have a low-income year, you could do Roth conversions to take advantage of a lower tax bracket.”
SM
Stephanie McCullough
Take Back Retirement ·
“This is where you're paying tax now at a known rate. That's where it might save you from paying at a higher potential rate later on.”
Retire Right Radio · Running Out of Money in Retirement
Play from 23:48
23:48
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What was described
perform Roth conversions in years when a client’s income is naturally lower
Said nearby on the same subject
“If you're doing Roth conversions late in the year, which is pretty much the best time to do it because you have a better sense of what your overall income picture would look like. If you can wait until after January 1st to pay that estimated tax bill, then you're pushing that problem into the next year”
♫
Said on Motley Fool Hidden Gems Investing
“If you get a 25% conversion rate… if I want one new client… I just have to call… four clients. If I need 10 new clients… 40 potential clients.”
PL
Preston Lee
Freelance to Founder ·
“When people pass the booth it would say like organic cookies, natural cookies. All natural.”
♫
Said on How I Built This with Guy Raz
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