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Eric Kearney and Joseph Lanza discuss the topic of Roth conversions and the factors to consider when deciding whether to do a Roth conversion.
In this segment of WealthWorks Radio, the hosts discuss the topic of Roth conversions and the factors to consider when deciding whether to do a Roth conversion. They highlight the increasing awareness of tax implications and the national debt, which may lead to higher tax brackets in the future. They also mention the Secure Act 2.0 and the changes it brings to RMDs for non-spousal IRAs. The hosts provide tips for retirement planning, including saving 15% annually, considering longevity risk, and getting professional help. They offer listeners a financial blueprint and an income plan as giveaways. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more.
See omnystudio.com/listener for privacy information.
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By Eric Kearney
5
11 ratings
In this segment of WealthWorks Radio, the hosts discuss the topic of Roth conversions and the factors to consider when deciding whether to do a Roth conversion. They highlight the increasing awareness of tax implications and the national debt, which may lead to higher tax brackets in the future. They also mention the Secure Act 2.0 and the changes it brings to RMDs for non-spousal IRAs. The hosts provide tips for retirement planning, including saving 15% annually, considering longevity risk, and getting professional help. They offer listeners a financial blueprint and an income plan as giveaways. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more.
See omnystudio.com/listener for privacy information.