The Pros and Cons of Roth Conversions—What You Need to Know
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The Pros and Cons of Roth Conversions—What You Need to Know
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In this episode of The Prosper Retirement Podcast, host Stuart J. Spivak tackles one of the most talked-about topics in retirement planning—Roth conversions. With taxes at historic lows and changes coming in 2026, this could be the perfect time to re-evaluate your retirement strategy. Stuart walks listeners through the pros, cons, and strategies of Roth conversions to help them decide if it’s the right move for their financial future.
Main Points Discussed:
- Key differences between traditional IRAs and Roth IRAs and how they impact taxes.
- Why taxes are expected to rise and how to take advantage of current rates.
- Strategies for timing Roth conversions to maximize savings and minimize tax burdens.
- The role of donor-advised funds in offsetting tax liabilities during conversions.
- Why Roth conversions aren’t one-size-fits-all and require careful planning.
- Real-life scenarios highlighting how strategic conversions can benefit investors.
Don’t miss this informative episode! Tune in on Spotify, Apple Podcasts or here on YouTube and make sure to subscribe for more expert retirement planning tips.
If you’re ready to explore whether a Roth conversion is right for you, book a consultation with Stuart and his team today!