It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast

This week the theme was: Does It Matter When You Convert To a Roth IRA or 401k? 

In case you missed any episodes, here’s what I covered in each episode this week:

• The Pros of a Roth IRA Conversion
• Why Most People Don’t Take Advantage Of Roth Conversions
• The Best Time To Convert To a Roth IRA During The Year
• The Worst Time To Convert To a Roth IRA During The Year
• My Favorite Roth Conversion Strategy

The most important takeaway from this week is: To make a plan for Roth conversions in your own situation. Decide on whether or not this strategy makes sense for you, and then how much and when you’ll convert those assets during a given calendar year. 

And if you’re still not sure if a Roth conversion is right for you, you can still take me up on my offer to run the numbers for you. Just email me your age, the $ amount you want to convert, and your expected income for 2022, and I will send you a personalized Roth conversion analysis and help you interpret the results. 

Just send me an email - [email protected] - again with your age, the $ amount you want to convert to Roth, and your 2022 expected income. That’s [email protected]

Tomorrow, come on back because we’re starting a brand new theme: Understanding stock splits. 

A number of companies recently announced they were splitting their stock. A number of well-known companies recently announced stock splits, notably Amazon, Google, and Shopify. 

But what are stock splits, and do they make a difference for you if you’re a shareholder in any of these companies when they split their stock? We’ll explore this question in more detail next week. 

Thank you so much for listening this week! If this podcast is valuable for you, please share the show with a friend, a neighbor, your brother, or co-worker who is getting close to retirement. Just go to your favorite podcasting app, hit the share icon, then text or email the show link to someone you know who is eyeing retirement. 

Thanks for sharing the love and spreading the word. I hope you have a blessed Sunday. My name is Ashley Micciche, this is the Retirement Quick Tips Podcast.

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Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal financ