Roth Conversions Part 2: A Five-Step Process to Determine if a Roth Conversion Makes Sense for You

Stay Wealthy Retirement Podcast
05/04/2022 24 min Episodio 148
Roth Conversions Part 2: A Five-Step Process to Determine if a Roth Conversion Makes Sense for You

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Episode Synopsis

Today I'm tackling part two of our series on Roth conversions. Specifically, I'm sharing: How to determine if a Roth conversion makes sense A Roth conversion case study Common mistakes + pitfalls to avoid If you're ready to master Roth conversions and take control of your tax bill, you're going to love today's episode. Need retirement + tax planning help? 👉 Learn more about our Free Retirement Assessment For the episode show notes and links, click here.

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