EPISODE · Jan 16, 2023 · 31 MIN
What is a Roth Conversion and Why Should I Consider It?
from Retired-ish
Roth conversions are a great strategy that you can use to help build up your "tax-free" bucket in order to provide you with more flexibility in retirement. Having more tax-free money can help you avoid tax time-bombs, maintain some control of your taxable income in retirement, or even be used as an excellent legacy to pass down to heirs. More specifically, I discuss: Our upcoming "Retirement Planning Today" classes in February 2023 The main differences between a Roth IRA and Traditional IRA or other pre-tax account What is a Roth conversion? What are the main reasons to consider doing a Roth conversion? Pitfalls to look out for when doing a Roth conversion Strategies on how to pay potential taxes owed on a Roth conversion Resources: Get Show Notes Here Free Retirement Analysis for Ages 50+ Retired-ish Newsletter Sign-Up
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What is a Roth Conversion and Why Should I Consider It?
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