Ready For Retirement 4 Reasons You SHOULDN'T do a Roth Conversion
Apr 18, 2023
19:48
In this episode of Ready for Retirement, James discusses how 4 reasons to NOT do a Roth Conversion.
Questions Answered:
- How to think through whether a Roth Conversion makes sense for you
- Understanding how to implement effective Roth Conversions
- How can your overall retirement strategy be improved?
Timestamps:
00:00 - Introduction
2:13 - Example
4:25 - Plan for Conversions
7:22 - Age / Life Expectancy
10:19 - Not ONLY A Dollar Amount
12:49 - RMDs
14:58 - RMD Example
17:02 - RMD Issue
19:00 - Working With Us
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