When is a Roth conversion worth it?
This week’s episode will pick up from last week’s topic: Roth Conversions.
I will quickly review the differences in Roth versus Traditional retirement savings and explain what a Roth conversion is and it the benefit it brings to your retirement.
Then we will talk about when you should think about utilizing this strategy. Because Roth conversions can cost you money in taxes today, you want to be strategic about when you implement this financial tactic.
If you enjoy this podcast, please subscribe, rate, and review us on your favorite podcast platform, as it helps us reach more people who can benefit from our content. Also, don’t forget to follow us on Youtube, Twitter, Instagram, and here on Substack for updates, additional resources, and to join our community of like-minded individuals who are all working towards the same goal of financial freedom.