RL057 – Retirement Lifestyle: How Smart Investors Use Roth Conversions To Supercharge Tax-Free Wealth

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk about Roth conversions and Tax rates. They discuss withdrawal and Roth conversion strategies, how to intelligently grow your tax-free assets, and how tax rates can affect your retirement plans. [04:38] Difference between Roth IRA and traditional IRA [14:10] Why tax rates and Roth conversions are important [19:27] How to ensure Roth conversions are as inexpensive as possible [25:28] Analyzing different Roth conversions strategies [34:50] Cons of implementing Roth conversions [37:12] Assessing the current tax brackets [44:11] Effects of combining a withdrawal strategy and Roth conversions [48:55] How to intelligently grow the tax-free portion of your portfolio Check out the mentioned withdrawal strategies and Roth IRA conversions. Website: https://retirementlifestyleshow.com/ Also, check out the Retire with Roshan website, the Retire with Roshan Facebook page, Roshan's Twitter, Roshan's LinkedIn, Erik's LinkedIn, and Adrian's LinkedIn. All opinions expressed by podcast hosts and guests are solely their own. While based on information that they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only, and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.