2024 Income Tax Brackets, Roth IRA Conversion

Cardinal Advisors February 20, 2024
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Cardinal Advisors

@cardinaladvisors

About

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Cardinal Advisors are independent of each other. Index or fixed annuities are not designed for short-term investments and may be subject to caps, restrictions, fees, and surrender charges as described in the annuity contract. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone Capital Management. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Cardinal Advisors is not affiliated with or endorsed by the Social Security Administration.

Video Description

Show Notes: https://cardinalguide.com/wp-content/uploads/2024/02/2024-Income-Tax-Brackets-Roth-IRA-Conversion-Show-Notes.pdf In today's episode of Cardinal Lessons, we are discussing the world of taxes. This video is a must-watch for anyone with traditional IRAs or 401(k)s, as we explore the concept of the IRS being your "silent partner" in these accounts. We're here to teach you how to minimize your tax obligations and efficiently manage your retirement savings. We will share invaluable insights on how to strategically "buy out" this silent partner, focusing on Roth conversions and the optimal use of tax brackets to ensure you pay the least amount of taxes over the lifespan of your money. Check out our video! Questions? Email us at [email protected], call us at (919) 535-8261, or visit our website at https://cardinalguide.com/ H E Scheil & Associates doing business as Cardinal Advisors holds an insurance license in all 50 states and DC. Listed below is the license # in each individual state. Alabama 675461, Alaska 100118081, Arizona 1800012348, Arkansas 100104794, California 0K32569, Colorado 464622, Connecticut 2463129, Delaware 1119857, DC 2887040, Florida L087124, Georgia 159539, Hawaii 445296, Idaho 507076, Illinois 100333675, Indiana 721739, Iowa. 1002056691, Kansas. 272705345, Kentucky 738674, Louisiana 614407, Maine AGN249408, Maryland 100048542, Massachusetts 2006645, Michigan 0104206, Minnesota 40411912, Mississippi 15016382, Missouri 8325733, Montana 100126008, Nebraska 100224332, Nevada 1007341, New Hampshire 2315847, New Jersey 1557889, New Mexico 1800010640, New York 1382342, North Carolina 1000092550, North Dakota 2000136230, Ohio 1028975, Oklahoma 100190853, Oregon 100237062, Pennsylvania 589318, Rhode Island 2309277, South Carolina 1907911784, South Dakota 10017719, Tennessee 2252224, Texas 1963111, Utah 513447, Vermont 1038574, Virginia 129027, Washington 864498, West Virginia 100107166, Wisconsin 100192273, Wyoming 275179

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