36 - When NOT to do a Roth Conversion

What this episode covers

Tune into our latest episode where we take a deep dive into Roth Conversions. We discuss when it might not be the right move, the potential impacts on your tax bill and retirement savings, and important considerations to take into account before pulling the trigger on doing a Roth Conversion. This episode is packed with valuable insights and tips, whether you're considering a Roth Conversion or simply want to better understand your retirement options. Don't miss out! Resources: The Premium Tax Credit 60-Day Rollover Rule for Retirement Plans IRS Uniform Lifetime Table Future Value Calculator Vanguard: Historical Rate of Return

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Frequently Asked Questions

How long is this episode of Peeling Back Money and Life?

This episode is 29 minutes long.

When was this Peeling Back Money and Life episode published?

This episode was published on August 8, 2024.

What is this episode about?

Tune into our latest episode where we take a deep dive into Roth Conversions. We discuss when it might not be the right move, the potential impacts on your tax bill and retirement savings, and important considerations to take into account before...

Can I download this Peeling Back Money and Life episode?

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