Analyzing a Roth Conversion Strategy with Matt Addington
The John Chapman Show Podcast
English - August 04, 2020 12:00 - 16 minutes - 15.4 MB - ★★★★★ - 4 ratingsBusiness investing health entrepreneur business passive investing cashflow tax rentals syndications apartments Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
John talks with his fellow financial advisor and WorthPointe coworker Matt Addington in the Dallas TX office about how to decide whether a Roth Conversion is an effective strategy in your retirement plan.
During the episode, John and Matt first share some insight into what exactly a Roth Conversion is, and how it's different from things like a Roth IRA contribution.
Matt also talks about weighing the risks and opportunities of paying taxes now vs. sometime in the future when tax rates could have changed.
*Be sure to incorporate your tax advisor in this conversation since this is just education and not tax advice*
John talks with his fellow financial advisor and WorthPointe coworker Matt Addington in the Dallas TX office about how to decide whether a Roth Conversion is an effective strategy in your retirement plan.
During the episode, John and Matt first share some insight into what exactly a Roth Conversion is, and how it's different from things like a Roth IRA contribution.
Matt also talks about weighing the risks and opportunities of paying taxes now vs. sometime in the future when tax rates could have changed.
*Be sure to incorporate your tax advisor in this conversation since this is just education and not tax advice*