• Real World Examples of Roth Conversions

  • 2024/11/21
  • 再生時間： 18 分
  • ポッドキャスト

Real World Examples of Roth Conversions

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  • There’s been a growing buzz around Roth conversions, but what do they actually entail? This popular strategy makes a lot of sense within a financial plan, but like all tools, it’s not for everyone. In this episode, we dig into this complex subject with real-world examples that illustrate the potential benefits and pitfalls of this strategy.

    Here’s what we discuss in this episode:

    0:00 – Intro

    1:45 – Roth conversions are situational

    6:13 – Determining how much to convert

    9:50 – Staying under IRMAA limits

    13:05 – Age factors with Roth conversions

    Schedule a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall

    Get your free copy of "Rounding Third:" http://rounding-third.elevatemyretirement.com/

    Contact us:

    (801) 639-0095

    slee@erg-slc.com
    続きを読む 一部表示

あらすじ・解説

There’s been a growing buzz around Roth conversions, but what do they actually entail? This popular strategy makes a lot of sense within a financial plan, but like all tools, it’s not for everyone. In this episode, we dig into this complex subject with real-world examples that illustrate the potential benefits and pitfalls of this strategy.

Here’s what we discuss in this episode:

0:00 – Intro

1:45 – Roth conversions are situational

6:13 – Determining how much to convert

9:50 – Staying under IRMAA limits

13:05 – Age factors with Roth conversions

Schedule a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall

Get your free copy of "Rounding Third:" http://rounding-third.elevatemyretirement.com/

Contact us:

(801) 639-0095

slee@erg-slc.com
続きを読む 一部表示

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