Episode Synopsis "Is it Time for a Roth Conversion?"

With the provisions of the Tax Cuts and Jobs Act set to sunset at the end of 2025, Americans are taking a closer look at their tax deferred retirement accounts and how they can act now to minimize their lifetime tax bill. Donna discusses three things you should think about if you are considering a Roth conversion to get ahead of expected tax increases. Also on MoneyTalk, inheriting money, and Stock Trivia: Two Truths and a Lie. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 7/23/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!See omnystudio.com/listener for privacy information.

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