Roth Conversions Part 2: A Five-Step Process to Determine if a Roth Conversion Makes Sense for You - podcast episode cover

Roth Conversions Part 2: A Five-Step Process to Determine if a Roth Conversion Makes Sense for You

Apr 05, 202225 minEp. 148
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Episode description

Today I'm tackling part two of our series on Roth conversions.

Specifically, I'm sharing:

  1. How to determine if a Roth conversion makes sense
  2. A Roth conversion case study
  3. Common mistakes + pitfalls to avoid

If you're ready to master Roth conversions and take control of your tax bill, you're going to love today's episode.

Need retirement + tax planning help?

👉 Learn more about our Free Retirement Assessment

For the episode show notes and links, click here.

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