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How to Convert Retirement Plan

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you know that Roth conversions can actually hurt your retirement in certain circumstances now this seems a bit paradoxical because at the end of the day were performing Roth conversions to make our retirement plan more tax efficient and how can tax efficiency be a bad thing in terms of our probability of success in retirement well this is a confusing topic but one were going to dive into in todays video and show why its so important to get your Roth conversion plan right lets get into it start out by looking at an example and this is a seemingly simple case to show where Roth conversions makes sense so to give some broad details for this retirement plan this is a married couple both are in their early 60s and now retired and they have about two million dollars plus in tax deferred assets and so required minimum distributions that theyre forced to take at 72 is certainly going to be something we need to focus on inside of their tax plan now they have some reasonable spending goal

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Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

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How long will $3 million last in retirement?

If you retire at age 65 and expect to live to the average life expectancy of 79 years, your three million would need to last for about 14 years.

What is the 7% rule for retirement?

Lets look into a real-life example of the 7% retirement rule strategy to put it into a better perspective. Assuming that you have $100,00 in your retirement savings account, you should withdraw 7%, which is $7,000 every year.

What is the 3% rule retirement?

A 3 percent withdrawal rate would equal 33.3 years, while a 2 percent withdrawal rate would equal a portfolio that would last 50 years. So you can figure out your own safe withdrawal rate depending on how long you want your assets to last.

What is the 5% rule for retirement?

50 - Consider allocating no more than 50 percent of take-home pay to essential expenses. 15 - Try to save 15 percent of pretax income (including employer contributions) for retirement. 5 - Save for the unexpected by keeping 5 percent of take-home pay in short-term savings for unplanned expenses.

What is the difference between a LIRA and a Lif?

Locked-in retirement accounts ( LIRAs ) and life income funds ( LIFs ) are transfer instruments used to transfer amounts that have accrued in supplemental pension plans (also called pension funds or pension plans). An LIRA is a retirement savings vehicule, while an LIF is used to draw a retirement income (withdrawal).

What is the 50 30 15 5 rule?

This model suggests allocating 50% of your income to essential expenses, 15% to retirement savings and 5% to an emergency fund.

What is the difference between a RRIF and a LIRA?

With RRIFs, you can receive funds monthly, quarterly, and annually with no maximum limit to withdrawal. The LIF has a maximum withdrawal percentage. Minimum age to open: To start a LIF plan, you must be 55 years old or older. Whereas a RRIF, you can open an account at any age.

What is the 6% rule for retirement?

To determine this number, consider the 6% rule: which states that if your monthly pension offer is 6% or more of the lump sum offer, you should choose the perpetual monthly payment option. If the number falls below 6%, you might do as well (or better) by taking the lump sum and investing it yourself.

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