What’s The Big Deal With Roth Conversions And Why Should You Care?

Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

English - July 13, 2023 09:02 - 19 minutes - 18 MB - ★★★★★ - 22 ratings
Investing Business Careers Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: No More TINA - An Investment Update

Next Episode: Do You Have Unrealistic Portfolio Return Expectations?

In this episode, Tyler Emrick CFA®, CFP® talks through the financial impacts of implementing a well-thought-out Roth conversion strategy. Hear how his clients overcame the emotional struggle of paying a large upfront tax bill to build wealth and provide better outcomes for themselves and their families.

Have questions?

Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.

http://bit.ly/calltruewealth

Here are some of the things we will discuss in this episode:

How a Roth conversion can protect your spouse’s future. (3:28)
How legacy planning and inheritances can benefit from a Roth conversion. (8:39)
A recent scenario we worked through with a client when determining inheritance plans. (11:10)
Some of the factors that go into determining whether a Roth is right for you. (14:46)