Interest Rates and Roth Conversions episode artwork

EPISODE · Oct 6, 2025 · 54 MIN

Interest Rates and Roth Conversions

from Altmeyer Financial Podcast · host Dave Altmeyer

First Dave and Jonathan address the recent quarter percent cut in interest rates by the Federal Reserve and what it might mean for retirees, then they discuss Roth conversions and how they can play a role in retirement plans, especially with the end of the year drawing close and deadlines coming for when these need to be made for tax purposes.The Altmeyer Financial Podcast is a podcast version of the weekly radio show featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a retirement planning concern with offices in Spokane, Washington and Coeur d’Alene, Idaho. They discuss topics dealing with financial planning for retirement, as well as current economic news and answering listener questions.Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.

Episode metadata supplied by the publisher feed · Published Oct 6, 2025

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Interest Rates and Roth Conversions

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