Retirement Answer Man cover image

How to Rock Retirement on Your Own

Retirement Answer Man

00:00

Do I Feel Comfortable Doing a Roth Conversion?

You're not going to know what is the best answer until it's already done and you look backwards in time. You can do long-term judgment calls if this is going to be my Roth conversion strategy over the next 10 years because I'll be in a low tax bracket. It's healthy to do that type of strategic planning, but ultimately it's going to come down to you,. Beth, a year by year decision.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app