When Roth Conversions Make Sense (and When They Don’t)

from Real Personal Finance · host Scott Frank

Roth conversions can be a great tool for minimizing your tax burden, but you don’t want to jump in blind. If you have a 401(k) and/or an IRA, you don’t want to miss this episode.Join us as we look at the what, when and why of Roth conversions.Ready to learn more? Scott Frank on LinkedIn Stone Steps Financial Meg Bartelt on LinkedIn Flow Financial PlanningLeave us a question! Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Are you ready to align your money with your ideal life? Connect with us at Stone Steps Financial or Flow Financial Planning.

What this episode covers

Roth conversions can be a great tool for minimizing your tax burden, but you don’t want to jump in blind. If you have a 401(k) and/or an IRA, you don’t want to miss this episode. Join us as we look at the what, when and why of Roth conversions. Ready to learn more? Scott Frank on LinkedIn Stone Steps Financial Meg Bartelt on LinkedIn Flow Financial PlanningLeave us a question! Money can be confusing—but it doesn’t have to be. When you’re able to understand the compl...

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When Roth Conversions Make Sense (and When They Don’t)

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This episode is 27 minutes long.

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This episode was published on November 21, 2024.

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