cover of episode Should You Convert?

Should You Convert?

2024/3/30
logo of podcast Creating Richer Lives

Creating Richer Lives

Frequently requested episodes will be transcribed first

Shownotes Transcript

A recent listener suggestion sparked a conversation between Casey Keller, CFA and Karl Eggerss. The topic is Roth IRA conversions.

On this podcast, Karl & Casey break down the pros and cons of converting and whether it makes sense to pay taxes now to avoid paying taxes later. The goal is building wealth and this podcast is full of information on ways to try and achieve greater wealth, potentially through Roth conversions. Topics discuss on this podcast:

  • Roth IRA
  • Roth Conversion
  • Taxes
  • Retirement Planning

For more information, go to https://www.creatingricherlives.com) #rothira #rothconversion #taxes #today #listening #captrust @CAPTRUST