When Roth Conversions Don't Make Sense (And When They're a No-Brainer) - 576
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When Roth Conversions Don't Make Sense (And When They're a No-Brainer) - 576
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概要
Are Roth conversions worth it? We'll find out, today on Your Money, Your Wealth® podcast number 576. TJ in PA is gonna have huge capital gains. Joe and Big Al spitball on whether it's worth it for him to convert. Rebels Without a Gauze in New England are over 70. Is it too late for them to convert? How much should Biking Barnsey convert from his tax-deferred accounts to Roth each year, and are there any single ladies in the YMYW audience that would like to help him spend his retirement money? Finally, the fellas spitball on whether Zisi and his wife are being too aggressive with their conversion strategy.
Free Financial Resources in This Episode:
https://bit.ly/ymyw-576 (full show notes & episode transcript)
Complete Roth Papers Package - free download:
https://purefinancial.com/white-papers/the-complete-roth-papers-package/?utm_source=libsyn&utm_medium=podcast&utm_campaign=whitepaper-the-complete-roth-papers-package&utm_content=ymyw-pod-ep576-description-whitepaper
Financial Assessment (Meet with an experienced professional):
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Financial Blueprint (self-guided):
https://bit.ly/PureFinancialBlueprint
REQUEST your Retirement Spitball Analysis:
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Chapters:
00:00 - Intro: This Week on the YMYW Podcast
00:55 - We Have Over $7M. Capital Gains are Huge. Are Roth Conversions Worth It? (TJ in PA)
12:37 - Too Late for Roth Conversions at Age 70+? (Rebels Without a Gauze, CT)
23:19 - Am I Spending Too Much or Not Enough in Retirement? How Much Should I Convert? (Biking Barnsey, Arkansas)
33:37 - We have $18M. Are We Doing Too Many Roth Conversions Before Age 75? (Zisi)
41:14 - Outro: Next Week on the YMYW Podcast
42:16 - The Derails: Big Al's New Jacket