• Can I Do A Roth Conversion Before Age 59 ½? #222

  • 2024/10/08
  • 再生時間： 13 分
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Can I Do A Roth Conversion Before Age 59 ½? #222

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  • Age 59 ½ is the magic age at which you can start taking distributions from retirement accounts without a penalty. This listener is wondering if he can convert part of his IRA to a Roth IRA even though he’s not 59 ½. And if he goes ahead with the conversion, will it be subject to the 10% penalty? Listen to this episode to find out.

    You will want to hear this episode if you are interested in...
    • [1:09] Attend a Retirement Readiness Review Workshop
    • [2:26] The basics of a Roth IRA/Roth conversion
    • [5:18] The first way you can do a Roth conversion
    • [8:20] How to do a conversion with an existing IRA
    • [9:00] What can be converted to a Roth IRA?
    • [9:45] When a Roth conversion makes sense
    Resources Mentioned
    • Retirement Readiness Review
    • Subscribe to the Retire with Ryan YouTube Channel

    Connect With Morrissey Wealth Management

    www.MorrisseyWealthManagement.com/contact

    Subscribe to Retire With Ryan
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あらすじ・解説

Age 59 ½ is the magic age at which you can start taking distributions from retirement accounts without a penalty. This listener is wondering if he can convert part of his IRA to a Roth IRA even though he’s not 59 ½. And if he goes ahead with the conversion, will it be subject to the 10% penalty? Listen to this episode to find out.

You will want to hear this episode if you are interested in...
  • [1:09] Attend a Retirement Readiness Review Workshop
  • [2:26] The basics of a Roth IRA/Roth conversion
  • [5:18] The first way you can do a Roth conversion
  • [8:20] How to do a conversion with an existing IRA
  • [9:00] What can be converted to a Roth IRA?
  • [9:45] When a Roth conversion makes sense
Resources Mentioned
  • Retirement Readiness Review
  • Subscribe to the Retire with Ryan YouTube Channel

Connect With Morrissey Wealth Management

www.MorrisseyWealthManagement.com/contact

Subscribe to Retire With Ryan
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