EPISODE · Dec 8, 2023 · 28 MIN
Roth Conversions: A Strategic Approach to Handling Tax Rate Risk in Retirement
from The Retirement Risk Show · host Dave Hall, CPA
In this episode of RRS, host Dave Hall and guest Brian Britt dive into the topic of tax rate risks in retirement, with a focus on Roth conversions and accounts. They discuss the history and purpose of Roth accounts, the potential impact of tax rate changes, and the considerations for deciding whether to do a Roth conversion. They emphasize the importance of planning for potential tax increases in the future and navigating the theoretical nature of financial planning. Join them as they provide insights and strategies to help listeners prepare for the uncertainties of retirement and maximize their financial preparedness.Support the showFollow us on Instagram: @retirementriskadvisorsLike us on Facebook: Retirement Risk Advisors
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What this episode covers
In this episode of RRS, host Dave Hall and guest Brian Britt dive into the topic of tax rate risks in retirement, with a focus on Roth conversions and accounts. They discuss the history and purpose of Roth accounts, the potential impact of tax rate changes, and the considerations for deciding whether to do a Roth conversion. They emphasize the importance of planning for potential tax increases in the future and navigating the theoretical nature of financial planning. Join them as they provide...
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Roth Conversions: A Strategic Approach to Handling Tax Rate Risk in Retirement
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