134: Converting Funds to a Roth IRA When the Stock Market is Down
Feb 8, 2023
20:23
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Roth IRAs are a great way to have tax free income in retirement. If you have pre-tax funds in a Traditional IRA or 401K, you may benefit from converting those funds into a Roth IRA. Tune in to learn strategies you can use and the pro's and con's to help you make an informed decision.
Notes:
In this episode Luis talks about:
What is a Roth IRA?
How much you can contribute to a Roth IRA
What is a conversion and how does it work?
The pro's and con's of doing a Roth conversion
The benefits of doing a Roth conversion when the stock market is down
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