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cover of episode Roth Conversions Part 2: A Five-Step Process to Determine if a Roth Conversion Makes Sense for You

Roth Conversions Part 2: A Five-Step Process to Determine if a Roth Conversion Makes Sense for You

2022/4/5
logo of podcast Stay Wealthy Retirement Podcast

Stay Wealthy Retirement Podcast

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Explains the basics of Roth conversions, their tax implications, and the benefits of having money in a Roth IRA, including tax-free growth and flexibility in retirement.

Shownotes Transcript

Today I'm tackling part two of our series on Roth conversions.

Specifically, I'm sharing:

  • How to determine if a Roth conversion makes sense
  • A Roth conversion case study
  • Common mistakes + pitfalls to avoid

If you're ready to master Roth conversions and take control of your tax bill, you're going to love today's episode.

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For the episode show notes and links, click here).