Up Your Assets

Episode 30 – Roth IRA Conversions: When It Makes Sense and When It Doesn’t


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This episode features some great perspective from the podcast host Ray Ferrara.  Where he explores the strategic considerations of converting traditional IRAs to Roth IRAs, including benefits, drawbacks, and timing tips to optimize retirement planning.  Ray does not have a "Crystal Ball" and this is not a prognostication...however he provides some poignant and thought-provoking concepts on how to hedge potential tax changes in THE FUTURE. 

Acknowledgements and Important Disclosures

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Up Your AssetsBy V. Ray Ferrara, CFP®