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Form 3903

Form 3903

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Quick guide on how to complete form 3903 1656661

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Video instructions and help with filling out and completing Form 3903

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Instructions and help about Form 3903

hey everybody hope you're doing great hope you're having a great day or evening whichever it happens to be you're watching the video so today I'm going to tackle a little bit of a controversial question that we get asked a lot the title of this little video is how a 65y old can save over a million dollar in taxes from a $1.7 million Ira so what if I told you that with strategic planning you could actually save over a million bucks in taxes if you had that size of an IRA so my name is Craig Weir I'm a certified financial planner I'm the author of two books about Roth conversions paying the piper was the first one and then Roth conversion Secrets which is just details all the mistakes that most people make when they're doing Roth conversions so the big idea of this short video is this without an optimized strategy for converting your IRA to a Ross taxes will likely become your single greatest expense during the rest of your lifetime

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