Apr 30, 2022
The theme this week on the Retirement Quick Tips Podcast is: Does It Matter When You Convert To a Roth IRA or 401k?
Today, I’m tying everything together and explaining my favorite Roth Conversion Strategy. This week’s theme asks the question: Does It Matter When You Convert To a Roth IRA or 401k? And today, I’m...
Apr 29, 2022
The theme this week on the Retirement Quick Tips Podcast is: Does It Matter When You Convert To a Roth IRA or 401k?
Today, I’m talking about the worst times to convert during the year.
End of year is when most people convert to a Roth - they know more about their tax situation, but in most years when you have a gain...
Apr 28, 2022
The theme this week on the Retirement Quick Tips Podcast is: Does It Matter When You Convert To a Roth IRA or 401k?
Today, I’m talking about the Best Time To Convert To a Roth IRA During The Year- market downturn, lower taxes (early years of retirement or semi-retirement), now while you still can
Apr 27, 2022
The theme this week on the Retirement Quick Tips Podcast is: Does It Matter When You Convert To a Roth IRA or 401k?
Today, I’m talking about some of the drawbacks of a Roth conversion and Why Most People Don’t Take Advantage Of Roth Conversions.
Forking over that much in taxes and needing to pay it from an outside...
Apr 26, 2022
The theme this week on the Retirement Quick Tips Podcast is: Does It Matter When You Convert To a Roth IRA or 401k?
Today, I’m talking about Why At Least Some Of Your Retirement Should Be In A Roth IRA….in other words, what are some of the biggest benefits of having a meaningful amount of your retirement assets...