Roth IRA conversions can be one of the most valuable tax planning strategies in retirement. While we've touched on Roth IRA conversions during previous episodes of the podcast, in this episode we do a deeper dive. We explain what a Roth IRA conversion is, why you would want to consider making one in the first place, what to be aware of from a tax perspective and factors to consider before making one, the key windows where Roth IRA conversions are the most impactful (and what to be aware of during each window), and wrap up by sharing some perspective on how to view Roth IRA conversions within the context of your overall financial plan.

Resources & People Mentioned

• Podcast episode #15: How to Minimize Your Tax Bill in Retirement
• Podcast episode #35: Explaining Social Security and How to Maximize Your Benefit
• Download our guide: Retirement Timeline – Key Dates & Opportunities
• Download our guide: Retirement Checklist – A Guide to Planning for Retirement
• Download our guide: How to Create a Paycheck in Retirement

Connect With Trent and Andrew

• https://mdwmllc.com
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