• To Roth or Not to Roth

  • 2024/08/02
  • 再生時間： 55 分
  • ポッドキャスト

To Roth or Not to Roth

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  • サマリー

  • The conversation discusses the topic of Roth conversions and when it makes sense to do them. It covers reasons such as being in a lower tax bracket, having a longer time horizon, diversifying tax liabilities, and avoiding required minimum distributions. On the other hand, it may not make sense to do a Roth conversion if you are in a high tax bracket, have a short time horizon, or are near the age of required minimum distributions. The conversation also provides tips for retirement planning, including saving 15% annually, maximizing retirement accounts, investing for the long term, and taking advantage of catch-up contributions. The conversation covers various topics related to retirement planning and financial security.

    Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

    See omnystudio.com/listener for privacy information.
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あらすじ・解説

The conversation discusses the topic of Roth conversions and when it makes sense to do them. It covers reasons such as being in a lower tax bracket, having a longer time horizon, diversifying tax liabilities, and avoiding required minimum distributions. On the other hand, it may not make sense to do a Roth conversion if you are in a high tax bracket, have a short time horizon, or are near the age of required minimum distributions. The conversation also provides tips for retirement planning, including saving 15% annually, maximizing retirement accounts, investing for the long term, and taking advantage of catch-up contributions. The conversation covers various topics related to retirement planning and financial security.

Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

See omnystudio.com/listener for privacy information.
続きを読む 一部表示

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