• Parker and Steve discuss the topic of Roth conversions. They explain that a Roth conversion involves converting pre-tax retirement accounts into a Roth IRA, which allows for tax-free growth and withdrawals in retirement.

  • 2024/08/09
  • 再生時間： 51 分
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Parker and Steve discuss the topic of Roth conversions. They explain that a Roth conversion involves converting pre-tax retirement accounts into a Roth IRA, which allows for tax-free growth and withdrawals in retirement.

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  • In this segment of the Parker Holland Show, Parker and Steve discuss the topic of Roth conversions. They explain that a Roth conversion involves converting pre-tax retirement accounts into a Roth IRA, which allows for tax-free growth and withdrawals in retirement. They highlight several scenarios in which a Roth conversion makes sense, such as when it can put you in a lower tax bracket in retirement, when you have a longer time horizon, when your income is lower than usual, and when you want to pass on tax-free wealth to future generations. They also discuss situations in which a Roth conversion may not be beneficial, such as when your current tax bracket is already high or when you have a short time horizon to retirement. They emphasize the importance of professional financial planning and saving for retirement to ensure a secure financial future. The conversation concludes with a discussion on the limitations of robo-advisory platforms and the benefits of working with an in-person financial planner. Visit Parker Holland to learn more. Call 877- 359-1979

    See omnystudio.com/listener for privacy information.
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In this segment of the Parker Holland Show, Parker and Steve discuss the topic of Roth conversions. They explain that a Roth conversion involves converting pre-tax retirement accounts into a Roth IRA, which allows for tax-free growth and withdrawals in retirement. They highlight several scenarios in which a Roth conversion makes sense, such as when it can put you in a lower tax bracket in retirement, when you have a longer time horizon, when your income is lower than usual, and when you want to pass on tax-free wealth to future generations. They also discuss situations in which a Roth conversion may not be beneficial, such as when your current tax bracket is already high or when you have a short time horizon to retirement. They emphasize the importance of professional financial planning and saving for retirement to ensure a secure financial future. The conversation concludes with a discussion on the limitations of robo-advisory platforms and the benefits of working with an in-person financial planner. Visit Parker Holland to learn more. Call 877- 359-1979

See omnystudio.com/listener for privacy information.
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