HUGE Roth Conversion Planning Mistake!!! ?? ??

Roth conversions can be useful for minimizing lifetime taxes and distributing funds efficiently during retirement.

However, one of the biggest mistakes is not considering the breakeven point of a Roth conversion and whether it personally benefits you as the retiree.

Analyzing the breakeven point is essential to determine if Roth conversions make sense for your situation.

Tools like RightCapital and NewRetirement can help assess Roth conversion strategies and breakeven points.

Joining a community like the Retirement Planning Club provides support, resources, and tools for effective retirement planning, including Roth conversion planning.

Learn more > secureyourretirementnow.com