RMDs & Roth Conversions

from Don Sowa's MoneyTalk Hosted by Cumulus Providence

You might be thinking that a Roth conversion could be a smart way to avoid paying some of the taxes on your RMD, but unfortunately for you, the government thought of that first. Nathan discusses required minimum distribution rules, common misconceptions about loopholes, and some proactive planning strategies for reducing the RMD tax bite. Also on MoneyTalk, understanding stock options, and the rise of JP Morgan. Host: Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 9/9/2026; Original Air Dates: 1/28/2026 & 5/17/2023. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!

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RMDs & Roth Conversions

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How long is this episode of Don Sowa's MoneyTalk?

This episode is 42 minutes long.

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This episode was published on September 11, 2026.

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