EPISODE · Jan 24, 2023 · 22 MIN
How to Use Roth Conversions to Protect Your Spouse's Future
from Ready For Retirement · host James Conole, CFP®
In this episode of Ready for Retirement, James how to use Roth Conversions to protect your spouse's future.Questions Answered: What are the best ways to implement Roth Conversions?What are the best strategies to implement tax planning for your spouse?How can your overall retirement strategy be improved?Timestamps:00:00 - Introduction 1:45 - Roth Conversions3:23 - When To Implement6:52 - Income Assumptions9:27 - Taxable Income12:05 - Roth Conversion Planning14:35 - Surviving Spouse Tax Planning16:48 - Life Insurance Protection19:21 - Analysis Assumptions20:50 - 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 PlaySubmit Your Question Here!Create Your Custom Strategy ⬇️Get Started Here.Join the new Root Collective HERE!
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What this episode covers
In this episode of Ready for Retirement, James how to use Roth Conversions to protect your spouse's future. Questions Answered: What are the best ways to implement Roth Conversions?What are the best strategies to implement tax planning for your spouse?How can your overall retirement strategy be improved?Timestamps: 00:00 - Introduction 1:45 - Roth Conversions 3:23 - When To Implement 6:52 - Income Assumptions 9:27 - Taxable Income 12:05 - Roth Conversion Planning 14:35 - Surviving...
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How to Use Roth Conversions to Protect Your Spouse's Future
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