In this episode of the Baird Retirement Management Show, we are joined by financial experts Scott Bartosh and Greg Ashcroft from the Ashcroft Pesek Bartosh group to dive deep into the world of Roth conversions in retirement. Scott and Greg, both seasoned professionals with extensive experience in financial planning, break down the intricacies of Roth conversions, discussing who can benefit from them, the potential pitfalls, and the long-term advantages. We'll explore the types of retirement accounts most people have access to, the mechanics of Roth conversions, and the scenarios where converting might make sense—or where it might not. Whether you're nearing retirement or helping to manage someone else's finances, this episode is packed with valuable insights to help you make informed decisions about your financial future. Tune in to learn more about how Roth conversions could play a role in your retirement strategy and the potential impact on your heirs.

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