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    Roth Conversions Part 2: A Five-Step Process to Determine if a Roth Conversion Makes Sense for You

    Roth Conversions Part 2: A Five-Step Process to Determine if a Roth Conversion Makes Sense for You

    FromStay Wealthy Retirement Podcast

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    Roth Conversions Part 2: A Five-Step Process to Determine if a Roth Conversion Makes Sense for You

    FromStay Wealthy Retirement Podcast

    ratings:
    Length:
    25 minutes
    Released:
    Apr 5, 2022
    Format:
    Podcast episode

    Description

    Today I'm tackling part two of our series on Roth conversions. Specifically, I'm sharing: How to determine if a Roth conversion makes sense A Roth conversion case study Common mistakes + pitfalls to avoid If you're ready to master Roth conversions and take control of your tax bill, you're going to love today's episode. Need retirement + tax planning help? ? Learn more about our Free Retirement Assessment For the episode show notes and links, click here.
    Released:
    Apr 5, 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.