Converting everything to Roth at once can place in a HIGHER tax bracket... Use the chunking strategy instead! The full 8 minute strategy is explained on my YouTube channel - https://www.youtube.com/watch?v=mR-Y0E7EXsM #Roth #chunking #taxes #finance #cpa | Mark J. Kohler
0:53
Converting everything to Roth at once can place in a HIGHER tax bracket... Use the chunking strategy instead! The full 8 minute strategy is explained on my YouTube channel - https://www.youtube.com/watch?v=mR-Y0E7EXsM #Roth #chunking #taxes #finance #cpa | Mark J. Kohler
80.7K viewsJan 2, 2024
FacebookMark J. Kohler
This video is about ROTH 401K vs. ROTH IRA and which one may be best in your situation. click the link below to access all of my resources https://linktr.ee/MJKSocial | Mark J. Kohler
4:34
This video is about ROTH 401K vs. ROTH IRA and which one may be best in your situation. click the link below to access all of my resources https://linktr.ee/MJKSocial | Mark J. Kohler
759 viewsMar 29, 2021
FacebookMark J. Kohler
Roth IRAs are AWESOME and generally you want to build AND convert to a #RothIRA as much as possible. But when should you pull the trigger based on your income? How much should you convert? NO ONE is talking about the 'sweet spot'. Check it out!! | Mark J. Kohler
8:40
Roth IRAs are AWESOME and generally you want to build AND convert to a #RothIRA as much as possible. But when should you pull the trigger based on your income? How much should you convert? NO ONE is talking about the 'sweet spot'. Check it out!! | Mark J. Kohler
921 viewsJan 6, 2021
FacebookMark J. Kohler
Comment "guide" and we’ll DM you the link to more winning strategies like this! 👍 Roth Conversions 101: The clock is ticking! ⏰ If you’ve got traditional IRA or 401(k) money, you can convert it to a Roth right now. Don't let outdated advice hold you back. DEADLINE: December 31. 📆 #cpa #taxes #roth #conversions #backdoor #ira #strategies | Mark J. Kohler
0:29
Comment "guide" and we’ll DM you the link to more winning strategies like this! 👍 Roth Conversions 101: The clock is ticking! ⏰ If you’ve got traditional IRA or 401(k) money, you can convert it to a Roth right now. Don't let outdated advice hold you back. DEADLINE: December 31. 📆 #cpa #taxes #roth #conversions #backdoor #ira #strategies | Mark J. Kohler
127.9K viewsNov 29, 2024
FacebookMark J. Kohler
If you’ve been thinking about a Roth conversion, now’s the time to run the numbers. Anything you want on your 2025 return has to be converted by December 31. And for many of you who had a strong income year, this can be one of the most powerful long term tax strategies you’ll ever use. The trick is chunking the conversion. You don’t have to convert the whole amount in one hit. Break it up over this year and next, or even spread it over several years. That keeps you in a lower bracket and avoids
1:26
If you’ve been thinking about a Roth conversion, now’s the time to run the numbers. Anything you want on your 2025 return has to be converted by December 31. And for many of you who had a strong income year, this can be one of the most powerful long term tax strategies you’ll ever use. The trick is chunking the conversion. You don’t have to convert the whole amount in one hit. Break it up over this year and next, or even spread it over several years. That keeps you in a lower bracket and avoids
43.6K views5 months ago
FacebookMark J. Kohler
Give yourself a gift this St. Patrick's Day and buy a little gold inside your Roth retirement account so it can grow tax-free! YES! TAX-FREE! Build your wealth and diversify your investments by setting up a self-directed account today at www.directedira.com! | Mark J. Kohler
0:58
Give yourself a gift this St. Patrick's Day and buy a little gold inside your Roth retirement account so it can grow tax-free! YES! TAX-FREE! Build your wealth and diversify your investments by setting up a self-directed account today at www.directedira.com! | Mark J. Kohler
382 viewsMar 17, 2021
FacebookMark J. Kohler
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