With a lot of uncertainty about where taxes are headed, more and more people are taking a serious look at Roth conversions. The idea of moving money out of a traditional IRA into a Roth, paying taxes now so withdrawals can be tax-free later, makes sense on paper. But then they see the tax bill that comes with it, and many of them stop right there.
Here Are Just a Handful of the Things That We'll Discuss:
What exactly is a Roth conversion and what are some of the less obvious reasons why it might be a good tax move for some people?
Paying tax now feels painful because it’s visible, but the alternative is an invisible, compounding tax liability.
What are some of the biggest mistakes people might make with Roth conversions?
Transcript of the episode
Here is where we will copy the transcript of the podcast
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