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cover of episode 5 Reasons NOT to Do a Roth Conversion in 2022

5 Reasons NOT to Do a Roth Conversion in 2022

2022/3/1
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Stay Wealthy Retirement Podcast

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The episode begins by explaining what a Roth conversion is and why it might be attractive for those nearing or in retirement, highlighting the tax-free growth potential of Roth accounts.

Shownotes Transcript

Today I’m talking about Roth conversions. But instead of talking about why they’re so great...

...I'm sharing 5 reasons why you might NOT do them.

To help, Steven Jarvis, CPA, joins me. Together, we share a handful of often-overlooked reasons that might make you pause.

If you’re ready to learn why you might pass on Roth conversions (today or in the future!), today’s episode is for you.

👉  Click Here to Access Show Notes and Links for This Episode)