Crafting a Roth Conversion Strategy

from Don Sowa's MoneyTalk · host Cumulus Providence

A Roth conversion can be a great strategic tool for reducing overall tax burden, minimizing RMDs, and achieving certain estate planning goals, but only under very specific circumstances. Donna and Nathan run through the variables in the Roth conversion decision process, who benefits most, and the consequences of getting it wrong. Also on MoneyTalk, balancing competing goals, and Special Guest Stock Trivia. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 10/28/2025; Original Air Dates: 11/27/2022 & 10/19/2023. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.

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This episode is 41 minutes long.

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This episode was published on November 3, 2025.

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