The Roth Conversion Sweet Spot - Retirement Answers

What this episode covers

Roth conversions are often a useful tax savings strategy for retirees, but the hardest part is deciding WHEN to actually do them. In this episode of Retirement Answers, Jacob walks you through what he calls the "Roth Conversion Sweet Spot".The "Sweet Spot" consists of a few things:Low IncomeLarge Tax-Deferred AccountsRetiredNot taking Social SecurityGood cash savingsNot RMD age yetWhen all of these things are true, you are a prime candidate for Roth conversions. Even if only a few of these items apply to you, Roth conversions could still be beneficial for you.Want help with your retirement plan?👇🏼☎️ Book a call with me: https://calendly.com/jacobduke/intro✉️ Email me: [email protected] your question here: [email protected]: https://www.youtube.com/@retirementanswers#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity

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Frequently Asked Questions

How long is this episode of Retirement Answers?

This episode is 21 minutes long.

When was this Retirement Answers episode published?

This episode was published on August 15, 2023.

What is this episode about?

Roth conversions are often a useful tax savings strategy for retirees, but the hardest part is deciding WHEN to actually do them. In this episode of Retirement Answers, Jacob walks you through what he calls the "Roth Conversion Sweet Spot".The...

Can I download this Retirement Answers episode?

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