Roth Conversion Secrets Your Financial Advisor Won't Tell You

https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/56/81/bf/5681bfbf-01ec-1660-9c71-793cd6e83631/mza_11856010635778880074.jpg/600x600bb.jpg

Asset Management Group, Inc

Andrew Nida & Moise Piram

207 episodes

3 days ago

Want to take control of your financial future? Discover essential concepts you need to know in order to maintain a healthy financial position. Andrew Nida and Mo Piram use their years of industry experience to help educate and enlighten listeners and keep us informed on the financial news we need to know.

All content for Asset Management Group, Inc is the property of Andrew Nida & Moise Piram and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Roth Conversion Secrets Your Financial Advisor Won't Tell You

Asset Management Group, Inc

8 minutes

3 days ago

Roth Conversion Secrets Your Financial Advisor Won't Tell You

Roth Conversion Secrets Your Financial Advisor Won't Tell You #retirementplanning #retirement #financialplanning #podcast
If you’ve built a portfolio between $2M and $7M, and you’re either retired or nearing retirement, this video is for you.

I’m Andrew Nida, President of Asset Management Group, Inc., and in this video you’ll get a step-by-step, rules-based guide to converting your pre-tax retirement assets into a Roth the right way. No hype. No generalities. Just actionable strategy.

You’ll learn:

The five critical factors we always review for clients in your asset-range (burn rate, age & RMD timeline, future tax rate, estate impact, bracket/IRMAA guardrails).

The rules and traps you absolutely cannot ignore (taxable income of a conversion, five-year rule, state tax issues, Medicare surcharge risk).

A multi-step plan built for those with $2M–$7M: how to measure, model, convert, monitor.

Why 2025-2026 may be one of the last big windows for this strategy (thanks to recent tax law changes).

Follow us on
X.com: https://x.com/AMGinc_ATL
Instagram: https://www.instagram.com/assetmanagementgroupinc/
LinkedIn: https://www.linkedin.com/company/amgincatl/
Facebook : https://www.facebook.com/beyondtomorrowpodcast
Website: https://www.assetmg-inc.com/
YouTube: https://www.youtube.com/@assetmanagementgroupinc
TikTok : https://www.tiktok.com/@assetmanagementgroupinc
Blog: https://www.assetmg-inc.com/blog

Disclosure
Educational content only. Not tax, legal, or investment advice. Tax laws can change. Consult your CPA or advisor about your specific situation.

roth conversion,Roth Conversion Secrets,finance,retirement planning,roth ira,personal finance,investing,financial planning,conversion,retirement income,social security,taxes,how to invest money,401k,financial advisor,tax strategies,estimated taxes explained,dave ramsey,financial education,ira,IRS,roth ira explained,roth ira vs traditional ira,how to make money,retirement,dividend investing,tax free,medicare,one big beautiful bill,Andrew Nida,Podcast,AMG