Episode 23: Why You Should Pay Tax Now, Instead of Later
Jan 14, 2022
Pay a lot of tax initially is an off-putting idea, especially when reducing taxes is your goal. But when you look at the long road ahead, paying your Roth conversion tax upfront can have a lot of benefits.
Check out this episode of the DNA Retirement Podcast, where Aaron explains why you should pay tax now, instead of later.
Here are just a handful of the things that we'll discuss:
- Look at your accounts with your Reality Glasses on
- Understand that the amount you see on your 401(k)/IRA statement isn’t all yours
- Make smart long term tax decisions
- Know the difference in tax between converting all at once or over a certain time period
- Have us run a Roth Conversion calculation for you
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