Ep. 47 Roth IRA vs. Traditional IRA: Is a Conversion Right for You? Then joined by Tim and Suzanne from T. Foster & Co. episode artwork

EPISODE · Mar 6, 2025 · 48 MIN

Ep. 47 Roth IRA vs. Traditional IRA: Is a Conversion Right for You? Then joined by Tim and Suzanne from T. Foster & Co.

from Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) · host Michael Garry & Madison DeMora

Send us Fan MailIn this episode of Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer, hosts Madison Demora and Mike Garry break down everything you need to know about Roth IRA conversions. If you're considering converting your traditional IRA to a Roth IRA but aren’t sure if it’s the right move, this episode is for you. Mike explains the key differences between traditional and Roth IRAs, the tax implications of a conversion, and who should (or shouldn’t) consider making the switch. They discuss timing strategies, how much to convert, and why factors like income levels, retirement timing, and even your children’s tax brackets can influence your decision. Later, we sit down with Tim and Suzanne Foster, the husband-and-wife team behind T. Foster & Co., a fine jewelry company renowned for its classical designs with a modern flair. From their beginnings in 1982 to winning multiple national design awards, the Fosters share their journey in the jewelry industry and the evolution of their craft. Whether you’re a jewelry enthusiast or curious about the artistry behind fine design, this episode offers a fascinating look into the world of T. Foster & Co.T. Foster & Co. links:Website: https://www.tfosterjewelers.com/Instagram: https://www.instagram.com/tfosterjewelers?igsh=MW1ycm9xbXJ3dmV0eg%3D%3DFacebook: https://www.facebook.com/TFosterFineJewelryDesign?mibextid=uzlsIk&rdid=Z4YZ7waqGjr1V9GD&share_url=https%3A%2F%2Fwww.facebook.com%2Fshare%2FnsW4uc14v3kurmWC%2F%3Fmibextid%3DuzlsIk

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Send us Fan Mail In this episode of Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer, hosts Madison Demora and Mike Garry break down everything you need to know about Roth IRA conversions. If you're considering converting your traditional IRA to a Roth IRA but aren’t sure if it’s the right move, this episode is for you. Mike explains the key differences between traditional and Roth IRAs, the tax implications of a conversion, and who should (or shouldn’t) consider mak...

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Ep. 47 Roth IRA vs. Traditional IRA: Is a Conversion Right for You? Then joined by Tim and Suzanne from T. Foster & Co.

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This episode was published on March 6, 2025.

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