Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

#499 - Should I Do a Roth Conversion?

#499 - Should I Do a Roth Conversion?

FromRetirement Answer Man


#499 - Should I Do a Roth Conversion?

FromRetirement Answer Man

ratings:
Length:
45 minutes
Released:
Aug 9, 2023
Format:
Podcast episode

Description

Do you think the Roth conversion question is an essential part of retirement planning? If you do, you haven’t been paying attention to my podcasts! In this episode of the Retirement Answer Man show, we’ll work through how you can build a framework for deciding whether you should do Roth conversions. If you listened to the Roth conversion series you can’t miss this episode.  OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT [2:30] Books I read last month [5:12] Framework for building a Roth conversion [15:42] Considerations for making a Roth conversions [22:07] How to decide LISTENER QUESTIONS [27:21] Jeffrey appreciated the how of Roth conversions [28:05] A comment on the pro rata rule [29:15] On funding the years between retirement and pension [35:06] On HSA funding strategies in the final year of work BRING IT ON [38:41] On shifting your mindset [42:00] What thread are you carrying on? TODAY’S SMART SPRINT SEGMENT [42:35] Schedule a time to go through an OODA loop to decide on your Roth opportunity Resources Mentioned In This Episode BOOK - Seveneves by Neal Stephenson BOOK - Cryptonomicon by Neal Stephenson  BOOK - Reamde by Neal Stephenson BOOK - All Quiet on the Western Front by Eric Maria Remarque BOOK - Dead Fall by Brad Thor Episode 495 - The Rules for Roth Contributions Rock Retirement Club Roger’s YouTube Channel - Roger That BOOK - Rock Retirement  by Roger Whitney Roger’s Retirement Learning Center
Released:
Aug 9, 2023
Format:
Podcast episode

Titles in the series (100)

A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, AIF® guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management in retirement as well as retirement travel and other non-financial issues you'll need to address to rock retirement. Retirement isn’t an age OR a financial number. It’s finding that balance between living well today and feeling confident about your retirement. It’s about gaining more freedom to pursue the life you want. Join the rock retirement community at www.rogerwhitney.com