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Ready For Retirement

4 Reasons You SHOULDN'T do a Roth Conversion

Apr 18, 2023 · 19 min · Episode 159 · 14.3 MB
0:00-19:48

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In this episode of Ready for Retirement, James discusses how 4 reasons to NOT do a Roth Conversion.

Questions Answered: 

  • How to think through whether a Roth Conversion makes sense for you
  • Understanding how to implement effective Roth Conversions 
  • How can your overall retirement strategy be improved?

Timestamps:
00:00 - Introduction 
2:13 - Example
4:25 - Plan for Conversions
7:22 - Age / Life Expectancy
10:19 - Not ONLY A Dollar Amount
12:49 - RMDs
14:58 - RMD Example
17:02 - RMD Issue
19:00 - Working With Us

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