Jeff McLeod

The quality of your questions determines the quality of your life. Telling is not selling. Question skillfully and listen carefully.

[Jeff McLeod @McLeodAgency]

@_AndreasHuebner Open My Eyes

[Jeff McLeod @McLeodAgency]

@vulturetrades 11 flips

[Jeff McLeod @McLeodAgency]

@vulturetrades Guide

[Jeff McLeod @McLeodAgency]

@TradingWarz ME

[Jeff McLeod @McLeodAgency]

@_AndreasHuebner I STILL BELIEVE

[Jeff McLeod @McLeodAgency]

@vulturetrades Let’s go

[Jeff McLeod @McLeodAgency]

@vulturetrades Yes!

[Jeff McLeod @McLeodAgency]

@vulturetrades Trade

[Jeff McLeod @McLeodAgency]

@vulturetrades Guide

[Jeff McLeod @McLeodAgency]

@JamesLucasIT Thank you

[Jeff McLeod @McLeodAgency]

@FeroceResearch Good thesis

[Jeff McLeod @McLeodAgency]

@LeadersJunction Excitement, yes!

[Jeff McLeod @McLeodAgency]

@TradingWarz ME

[Jeff McLeod @McLeodAgency]

@SamaHoole Butter

[Jeff McLeod @McLeodAgency]

@GaryStoneSWS GOLF

[Jeff McLeod @McLeodAgency]

@GaryStoneSWS FREE

[Jeff McLeod @McLeodAgency]

Before You Do a Roth Conversion… Watch This

Most retirees lose $50,000–$150,000 on Roth conversions—here’s the strategy that avoids that.

Everyone is talking about Roth conversions right now.

And yes, they can make sense in the right situation.

But many retirees are rushing into conversions without realizing a few important things:

• Taxes could take 20–30% of your IRA immediately
• If markets drop after converting, the tax bill stays
• Medicare premiums can jump
• Many calculators ignore spouses and heirs

I’ve seen people lose thousands simply because the timing was wrong.

Before converting your IRA, it may be worth looking at another strategy some retirees are using to offset the tax hit.

Get a free 10-minute review of your numbers.

If it’s not a fit, I’ll tell you in the first couple minutes.

[Jeff McLeod @McLeodAgency]

@Nate_Google_ AEO

[Jeff McLeod @McLeodAgency]

@sarfraj_ab75685 Statics

[Jeff McLeod @McLeodAgency]

@DrJoLynneW Yes. Amen