Roth Conversion Retirement Spitball Analysis - 375

Apr 26, 2022 · 43 min · Episode 375 · 62.7 MB

0:00-43:34

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Does it make sense to do larger "Calvin Johnson" (megatron, aka mega backdoor) Roth conversions when the financial markets are way down? Should you convert to Roth now, or in retirement? How do you spitball the right amount to have in 529 plans for education savings? And are the rules for doing a backdoor Roth the same if you're married filing separately? Show notes, free financial resources, Ask Joe & Al On Air: https://bit.ly/ymyw-375