Episode Synopsis "So you heard about Roth Conversions, now what?"

Who doesn't want to eliminate TAXES or at the very least minimize them?  You are considering Roth conversions, but you have questions. What does it mean? Why would I do that? Will this put me in the higher tax bracket? How much in taxes will I have to pay for it? What is the best way to pay taxes on Roth Conversion? How does that impact my social security claiming strategy? What about RMDs, Backdoor Conversions?  Most importantly, how does it help me, how does it fit into my retirement plan and my family’s future?  Hear Mike and Rich (CFP®, CWS®) on their latest Fresh Perspective Podcast discuss the many merits of converting your Traditional IRA, 401(k), and 403(b) into a ROTH and the impacts it can have on your retirement strategy. Have questions we didn't address? Check out our Roth Conversion listeners Q&A episode.

Listen "So you heard about Roth Conversions, now what?"

More episodes of the podcast Fresh Perspective Planning

• Volatility, Roth Conversions & Retirement Guardrails – What You Can Do Today
• The Importance of Asset Allocation & Asset Location
• I have After Tax Money In My 401K - Now What?
• I Just Want Planning Help!! How To Work With Flat-Fee Only Planning Firms!
• Pension Maximization Options
• Top Questions To Ask When Interviewing a Financial Planner
• How Biden’s New “American Families Plan” Tax Proposal Can Impact Your Retirement
• Roth Conversion Q&A Part 1
• Ready to Start Social Security, but should you?
• So you heard about Roth Conversions, now what?
• Keep hearing about Bitcoin, Blockchain and Cryptocurrency on the news and don’t understand what it is?