084. When to Convert to a Roth IRA for Retirement Planning

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In this episode of the LearnLikeaCPA Podcast, host Ryan Bakke discusses the best times to convert to a Roth IRA, including key considerations and strategies for maximizing tax savings.

In this video, we cover:

- Shock in income years as ideal conversion opportunities

- Leveraging real estate investments for tax advantages

- Considering future changes in state income tax rates

- Taking advantage of Roth conversions during market downturns

- Building a tax-efficient retirement by diversifying income buckets

Timestamps:

00:00 Strategic tax planning for long-term financial savings.

03:51 How to use real estate losses to offset retirement conversions.

06:58 "Tax efficient retirement: diversified assets, Roth IRA."

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► https://taxstrategy365.com/pod-ama

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*None of this is meant to be specific investment advice, it's for entertainment purposes only.