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4 Reasons You SHOULDN'T do a Roth Conversion episode artwork

Apr 18, 2023 19 min

4 Reasons You SHOULDN'T do a Roth Conversion

from Ready For Retirement Hosted by James Conole, CFP®

In this episode of Ready for Retirement, James discusses how 4 reasons to NOT do a Roth Conversion. Questions Answered: How to think through whether a Roth Conversion makes sense for you Understanding how to implement effective Roth Conversions How can your overall retirement strategy be improved? Timestamps: 00:00 - Introduction 2:13 - Example 4:25 - Plan for Conversions 7:22 - Age / Life Expectancy 10:19 - Not ONLY A Dollar Amount 12:49 - RMDs 14:58 - RMD Example 17:02 - RMD Issue 19:00 - Working With Us Check out all of our podcast episodes and more on our YouTube channel here! LET'S CONNECT! Facebook LinkedIn Website ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play Create Your Custom Strategy ⬇️ Get Started Here. Join the new Root Collective HERE!

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In this episode of Ready for Retirement, James discusses how 4 reasons to NOT do a Roth Conversion. Questions Answered: How to think through whether a Roth Conversion makes sense for youUnderstanding how to implement effective Roth Conversions How can your overall retirement strategy be improved?Timestamps: 00:00 - Introduction 2:13 - Example 4:25 - Plan for Conversions 7:22 - Age / Life Expectancy 10:19 - Not ONLY A Dollar Amount 12:49 - RMDs 14:58 - RMD Example 17:02 - RMD ...

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This episode is 19 minutes long.

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This episode was published on April 18, 2023.

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