
About this episode
This episode explores Roth conversions, their benefits, and important considerations for decision-making.
During this episode, we'll explore Roth conversions including what they are, who they may benefit, and the important considerations anyone should think through before making a decision.
People in this episode
Host: David Polatis
Topics covered
- Roth conversions
- financial planning
- retirement accounts
- tax implications
- investment strategies
Keywords
- Roth conversion
- financial benefits
- tax considerations
- retirement planning
- investment decisions
More episodes of Financial Home Stretch
- Navigating a Late Career Layoff · June 6, 2026
- The Great Wealth Transfer and You · May 23, 2026
- Financial Wellness Survey for Gen X · May 9, 2026
- Is Social Security Enough? Building Your Retirement Income Plan · April 25, 2026
- Prepare Today for Tomorrow’s Healthcare Costs · April 18, 2026
- What You Need to Know About IRMAA · April 11, 2026
Explore listener stats, chart rankings, contacts and more on the Financial Home Stretch podcast page.