EPISODE · Apr 18, 2023 · 19 MIN
4 Reasons You SHOULDN'T do a Roth Conversion
from Ready For Retirement · host 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 youUnderstanding how to implement effective Roth Conversions How can your overall retirement strategy be improved?Timestamps:00:00 - Introduction 2:13 - Example4:25 - Plan for Conversions7:22 - Age / Life Expectancy10:19 - Not ONLY A Dollar Amount12:49 - RMDs14:58 - RMD Example17:02 - RMD Issue19:00 - Working With UsCheck out all of our podcast episodes and more on our YouTube channel here!LET'S CONNECT!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayCreate 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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4 Reasons You SHOULDN'T do a Roth Conversion
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