Episode 38: Jeff asks, “I’m Thinking About a Roth Conversion—Where Do I Begin?”

Jeff’s ready to do his first Roth conversion—but how does he get started without triggering a tax mess?In this episode, we break-down the key steps for a smooth Roth conversion, including timing, tax brackets, and avoiding common pitfalls.Whether you're converting a little or a lot, knowing the rules can save you thousands over time.Get on our phone calendar, for free, at TuckerRetirement.com.