
Sign up to save your podcasts
Or


In this episode of Ready for Retirement, James discusses how 4 reasons to NOT do a Roth Conversion.
Questions Answered:
Timestamps:
00:00 - Introduction
2:13 - Example
4:25 - Plan for Conversions
7:22 - Age / Life Expectancy
10:19 - Not ONLY A Dollar Amount
12:49 - RMDs
14:58 - RMD Example
17:02 - RMD Issue
19:00 - Working With Us
Check out all of our podcast episodes and more on our YouTube channel here!
LET'S CONNECT!
ENJOY THE SHOW?
Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play
Create Your Custom Strategy ⬇️
Get Started Here.
Join the new Root Collective HERE!
By James Conole, CFP®4.8
781781 ratings
In this episode of Ready for Retirement, James discusses how 4 reasons to NOT do a Roth Conversion.
Questions Answered:
Timestamps:
00:00 - Introduction
2:13 - Example
4:25 - Plan for Conversions
7:22 - Age / Life Expectancy
10:19 - Not ONLY A Dollar Amount
12:49 - RMDs
14:58 - RMD Example
17:02 - RMD Issue
19:00 - Working With Us
Check out all of our podcast episodes and more on our YouTube channel here!
LET'S CONNECT!
ENJOY THE SHOW?
Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play
Create Your Custom Strategy ⬇️
Get Started Here.
Join the new Root Collective HERE!

3,253 Listeners

2,001 Listeners

1,945 Listeners

453 Listeners

815 Listeners

1,303 Listeners

454 Listeners

549 Listeners

755 Listeners

549 Listeners

685 Listeners

603 Listeners

593 Listeners

438 Listeners

1,067 Listeners