When Roth Conversions Don't Make Sense (And When They're a No-Brainer) - 576

About this episode

The episode discusses the circumstances under which Roth conversions are beneficial or not, featuring listener questions and financial strategies.

Are Roth conversions worth it? We'll find out, today on Your Money, Your Wealth® podcast number 576. TJ in PA is gonna have huge capital gains. Joe and Big Al spitball on whether it's worth it for him to convert. Rebels Without a Gauze in New England are over 70. Is it too late for them to convert? How much should Biking Barnsey convert from his tax-deferred accounts to Roth each year, and are there any single ladies in the YMYW audience that would like to help him spend his retirement money? Finally, the fellas spitball on whether Zisi and his wife are being too aggressive with their conversion strategy. Free Financial Resources in This Episode: https://bit.ly/ymyw-576 (full show notes & episode transcript) Complete Roth Papers Package - free download: https://purefinancial.com/white-papers/the-complete-roth-papers-package/?utm_source=libsyn&utm_medium=podcast&utm_campaign=whitepaper-the-complete-roth-papers-package&utm_content=ymyw-pod-ep576-description-whitepaper Financial Assessment (Meet with an experienced professional): https://bit.ly/PureFreeAssessment Financial Blueprint (self-guided): https://bit.ly/PureFinancialBlueprint REQUEST your Retirement Spitball…

People in this episode

Hosts: Joe Anderson, Alan Clopine

Topics covered

• Roth conversions
• capital gains
• retirement planning
• tax strategies
• financial assessment

Keywords

• Roth conversions
• capital gains
• retirement money
• tax-deferred accounts
• financial resources

Mentioned in this episode

Places: PA, New England

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