NEXT LEVEL DIY PLANNING - ProjectionLab Roth Conversions and Retirement Tax Strategies

*Subscribe to the RBD Newsletter (Free)* https://www.retirebeforedad.com/x *Try ProjectionLab for Free* https://www.retirebeforedad.com/PLYT *Use my ProjectionLab coupon code to save 10%* Message me here to get it: https://www.retirebeforedad.com/contact-me/ In-Depth Videos: *ProjectionLab Review and Tutorial* https://www.youtube.com/watch?v=2mEusCZSXgk *Boldin vs ProjectionLab - A side-by-side comparison* https://www.youtube.com/watch?v=hxfnHV0kUnk Timestamps: 0:00 Intro 1:23 Three Tips for Success 2:03 ProjectionLab Demo Start 2:57 Flexible Spending 3:56 Drawdowns 4:55 Tax Strategy 5:58 Tax Brackets 6:19 ProjectionLab Roth Conversion 8:05 Why do Roth Conversions 8:44 Roth Conversion Cap 9:18 Tax Strategy Settings 10:17 Tax Optimizer 13:25 Plan Impact 14:13 Comparison Table 14:49 Tax Gain Harvesting 16:26 My Take 17:18 ProjectionLab Coupon Code 17:44 Disclosure 17:56 Next Steps