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October 11, 2025

GRFTFS: Roth Conversion in Lower-Income Years?

36 minutes

"I’m 62, just retired, and don’t plan to take Social Security until 67. Should I be converting some of my IRA to a Roth during these lower-income years?" We're answering YOUR questions on this week's Get Ready For The Future Show!

We’re 70 and have three adult children. One is financially responsible, the other two—not so much. Can we structure our estate so that they’re not getting a lump sum all at once?

We’re 68 and recently retired. With all the market ups and downs lately, we’re nervous. Should we move more into cash, or is that just reacting emotionally?

I’m 60 and managing most of our finances online — banking, investments, even our family photos. Should digital assets be part of our estate plan, and if so, how do we do it?

And if you've got a question you want answered on the show, call or text 501.381.5228! Or email your question to [email protected]!

Originally aired 10/8/2025

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By GenWealth Financial Advisors

4.1

1919 ratings