cover of episode Is Now the Time for a Roth Conversion, or Wait Until Retirement? - 393

Is Now the Time for a Roth Conversion, or Wait Until Retirement? - 393

2022/8/30
logo of podcast Your Money, Your Wealth

Your Money, Your Wealth

Frequently requested episodes will be transcribed first

Shownotes Transcript

Should you convert money from your pre-tax retirement accounts to Roth now, or wait until retirement, or until required minimum distributions kick in? Should a mid-30s couple do Roth Conversions or Backdoor Roth? Should a 93-year-old open his first ever Roth and start converting? What’s a good retirement savings mix between pre-tax and post-tax? And the fellas do a worst-case scenario retirement spitball analysis. Show notes, free financial resources, Ask Joe & Big Al On Air: https://bit.ly/ymyw-393)