I’m 62 with $1.5 Million: Can I Do a Roth Conversion & Save on Taxes in Retirement?

[@davidfolts5893]

Great content, Casey! My critique would be that your bond projections do not account for changes in interest rates that significantly alter future bond returns.

[@retirewithpurpose]

Incredible insight! That would be the next phase of planning as we begin to stress test the plan, amongst many other factors too numerous to include in a quick conceptual video. Hopefully, we accomplished the goal of providing some foundational education around Roth conversions and taxes! If you're ready to take the next step and dive deeper into a truly personalized plan taking into consideration all the factors unique to yourself schedule a free call with one of our fiduciary advisors.

[@BuddyDog9267]

Also. Looking for an "ERUPTION" in my portfolio. 🎉😂🎉

[@BuddyDog9267]

Mr Weed. I own "MSOS". U think its a good RothConversion? Keep smiling! 😂