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    5 Reasons NOT to Do a Roth Conversion in 2022

    5 Reasons NOT to Do a Roth Conversion in 2022

    FromStay Wealthy Retirement Podcast

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    5 Reasons NOT to Do a Roth Conversion in 2022

    FromStay Wealthy Retirement Podcast

    ratings:
    Length:
    26 minutes
    Released:
    Mar 1, 2022
    Format:
    Podcast episode

    Description

    Today I’m talking about Roth conversions. But instead of talking about why they’re so great... ...I'm sharing 5 reasons why you might NOT do them. To help, Steven Jarvis, CPA, joins me. Together, we share a handful of often-overlooked reasons that might make you pause. If you’re ready to learn why you might pass on Roth conversions (today or in the future!), today’s episode is for you. ?  Click Here to Access Show Notes and Links for This Episode
    Released:
    Mar 1, 2022
    Format:
    Podcast episode

    Titles in the series (100)

    Stay Wealthy is a Forbes Top 10 retirement podcast delivered to you...in plain English! Award-winning host, Taylor Schulte, CFP®, was named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week, he will teach you how to reduce your taxes, invest smarter, and make work optional in retirement. He covers topic such as: roth conversions, advanced tax planning, IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more. Every episode will give you the tools you need to preserve your hard-earned money and "stay wealthy" in retirement. Learn more and grab FREE retirement resources by going to https://www.youstaywealthy.com.