The Smartest Roth Conversion Tax Strategy for 401k Millionaires || Don’t Cut This Short
How Do SMART 401(k) Millionaires Pay Their Roth Conversion Tax? #rothconversion #taxplanning #retirementplanning Certified Financial Planner, Joe Franklin shares where to pull funds from to pay Roth Conversion Taxes and the optimal time to convert. This video explains strategies for Roth conversions, including how to pay taxes using outside sources and the benefits of converting […]
Retiring Before 60? 8 Reasons Rolling a 401k to an IRA is a BIG MISTAKE!
Retiring Before 60? 8 Reasons Rolling a 401k to an IRA is a BIG MISTAKE! #Retireearly #earlyretirement #retirementplanning In this video we get into how conversions of after tax funds can be easily botched, how you may be more easily penalized, and how you may have to take out more RMDs when rolling funds from […]
NEW 2026 Rules for Working and Receiving Social Security
NEW 2026 Rules for Working and Receiving Social Security Can you keep working and still collect your Social Security check? The rules are changing, and it could affect how much you actually take home each month. In this video, we’re covering the new 2026 rules that apply if you want to work while collecting Social […]
Don’t Claim Social Security Spousal Benefits UNLESS…
Maximizing Social Security Under NEW 2025 Tax Laws
3 Reasons Many CAN’T Retire (AND You’re WAY Above Average)
Don’t Fudge Up Your Roth Conversions
Tune in to Hear Nick Silvin and Joe Franklin explain the most common mistakes investors make when taking Roth Conversions. Learn: * When is the Best Time to Take Conversions? 1) Time of Year 2) Time of Life 3) Time in Market Cycle * How can a correct Spending / Liquidation strategy help a typical […]
Why Stocks Are Growing Expensive Relative to Bonds
Elections, Wars and Rumors of Wars
Celebrating a Turnaround
