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Listen "When Is the Most Cost-Effective Time to Do a Roth Conversion?"
Episode Synopsis
When is the most cost-effective time to do a Roth conversion?Segment 1 – What Is a Roth Conversion?Segment 2 – Best Time #1: During a Market DownturnSegment 3 – Best Time #2: In a Lower-Income YearSegment 4 – Best Time #3: When You Expect Tax Rates to RiseSegment 5 – Bonus Tip: Roth Conversions + AnnuitiesSegment 6 – Final Thoughts
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