Retirement Answer Man
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
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How Should I Pay Taxes on My Roth Conversions?
“You do not rise to the level of your goals; you fall to the level of your systems.” James Clear I’ve been focusing on building up my systems lately and today I’ll provide you with an example of what that looks like for me. In addition, in this episode, you’ll hear several questions on how to optimize your tax burden. Then in the Bring It On segment, Kevin Lyles joins me to discuss the role of leisure in retirement. Join me today to take a baby step to improve your life in retirement. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT [2:19] Building systems LISTENER QUESTIONS [6:31] How to pay taxes for Roth Conversions [14:44] On new rules for catch-up contributions [17:07] Can Larry contribute to his wife’s HSA? [19:26] The details on the taxes on selling a house BRING IT ON [22:46] The role of leisure in retirement [25:06] The 6 categories of leisure TODAY’S SMART SPRINT SEGMENT [31:16] Look at your after-tax accounts and tally your realized capital gains Resources Mentioned In This Episode BOOK - Atomic Habits by James Clear Sign up for the 6-Shot Saturday newsletter! Rock Retirement Club Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center
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