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Here’s How You Can Tell If a Roth Conversion Is Right For You episode artwork

EPISODE · Jun 13, 2023 · 21 MIN

Here’s How You Can Tell If a Roth Conversion Is Right For You

from Ready For Retirement · host James Conole, CFP®

One of the best things you can do for your portfolio is to implement the right tax strategy. Each situation is unique and requires a personalized approach.Using a listener’s question, James explains one specific example to show when and how to implement the right strategy. Questions Answered: Why should or shouldn't you do Roth conversions?What should you be mindful of when doing Roth conversions?Timestamps:0:00 Introduction0:53 Listener question4:03 Two core things to focus on5:56 Should we do a Roth conversion?7:13 Taxable income9:16 Lower tax bracket11:24 Taking a basic look14:21 Gray area16:40 Control the balance19:31 Big picture plan20:41 OutroCreate Your Custom Strategy ⬇️Get Started Here.Join the new Root Collective HERE!

What this episode covers

One of the best things you can do for your portfolio is to implement the right tax strategy. Each situation is unique and requires a personalized approach. Using a listener’s question, James explains one specific example to show when and how to implement the right strategy. Questions Answered: Why should or shouldn't you do Roth conversions? What should you be mindful of when doing Roth conversions? Timestamps: 0:00 Introduction 0:53 Listener question 4:03 Two core things to f...

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Here’s How You Can Tell If a Roth Conversion Is Right For You

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Frequently Asked Questions

How long is this episode of Ready For Retirement?

This episode is 21 minutes long.

When was this Ready For Retirement episode published?

This episode was published on June 13, 2023.

What is this episode about?

One of the best things you can do for your portfolio is to implement the right tax strategy. Each situation is unique and requires a personalized approach.Using a listener’s question, James explains one specific example to show when and how to...

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this Ready For Retirement episode?

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