Roth Conversions Explained: When It’s Smart (and When It’s Not)

from Money Unleashed · host Hoffman Financial Group

They've become a popular tax planning tool, but understanding when and how to explore and execute a Roth Conversion is only part of this invaluable strategy. Determining whether or not it's the right play for you and your portfolio is the key to unlocking its full potential. Eric Johnson and Kyle Allyn are the Vice Presidents of the Hoffman Financial Group and on this edition of Money Unleashed they share some important criteria for anyone considering tapping into the power of Roth Conversions. Visit UnleashYourMoney.com and sign up for your complimentary Portfolio X-Ray. Call 404-341-6767 to schedule your time to speak with the Hoffman Financial Group.

Episode metadata supplied by the publisher feed · Published Oct 31, 2025

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Roth Conversions Explained: When It’s Smart (and When It’s Not)

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