Maximizing Tax-Free Income with Roth Conversions

from Ready, Set, Retire! · host Steve Anzuoni

Consider doing Roth conversions if you are in the right tax situation and have other liquid assets to pay the taxes. Social Security is in trouble but unlikely to go away completely; it is important to be proactive and make informed decisions about when to start taking benefits. Have a mid-year financial checkup to re-evaluate retirement contributions, withholding amounts, investment allocations, and estate plans. Schedule your Complimentary Retirement Review NOW! Call Steve at 508-544-0560! See omnystudio.com/listener for privacy information.

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This episode is 15 minutes long.

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This episode was published on July 9, 2024.

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