• The #1 Reason Why People Don't Do a Roth Conversion

  • Aug 14 2024
  • Duración: 8 m
  • Podcast

The #1 Reason Why People Don't Do a Roth Conversion

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  • Resumen

  • David and Mark Byelich talk about why people don’t want to pay a tax before the IRS absolutely requires it of them.

    David touches on the 2018 documentary The Power of Zero: The Tax Train is Coming.

    Mark Byelich explains that the longer someone hasa tail of the overage in their IRA hanging out there, the more risk they have.

    Mark discusses what happens in financial planning when people ease.

    When it comes to people around the country, the initial tax payment is typically the thing that’s really hard to get over.

    David shares what tends to occur when people get over the “shock” of paying that initial tax.

    Mentioned in this episode:

    David’s upcoming book: The Guru Gap: How America’s Financial Gurus Are Leading You Astray, and How to Get Back on Track

    David's books: Power of Zero, Look Before You LIRP, The Volatility Shield, Tax-Free Income for Life and The Infinity Code

    DavidMcKnight.com

    DavidMcKnightBooks.com

    PowerOfZero.com (free 3-part video series)

    @mcknightandco on Twitter

    @davidcmcknight on Instagram

    David McKnight on YouTube

    Get David's Tax-free Tool Kit at taxfreetoolkit.com

    Mark Byelich

    The Power of Zero: The Tax Train is Coming

    Doug Orchard

    George Shultz

    Ed Slott
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Economía Finanzas Personales
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