S1E52: Analyzing a Roth Conversion Strategy with Matt Addington
from The John Chapman Show Podcast Hosted by The John Chapman Show
John talks with his fellow financial advisor and WorthPointe coworker Matt Addington in the Dallas TX office about how to decide whether a Roth Conversion is an effective strategy in your retirement plan. During the episode, John and Matt first share some insight into what exactly a Roth Conversion is, and how it's different from things like a Roth IRA contribution. Matt also talks about weighing the risks and opportunities of paying taxes now vs. sometime in the future when tax rates could have changed. *Be sure to incorporate your tax advisor in this conversation since this is just education and not tax advice*
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