The Real Retirement Podcast

How to Properly Take Advantage of Roth Conversions


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If you have a traditional retirement account, you have a built-in tax liability to the government. Essentially, the government "owns" a piece of that account. As the account grows, so too does this liability to Uncle Sam.

What if there was a way to reduce Uncle Sam's take? There absolutely is. 

Today, we're talking about how to properly take advantage of a Roth conversion. 

 

 

For more content on how to retire confidently, head over to www.birchwoodcapital.com.

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The Real Retirement PodcastBy Stephen H. Nelson, CFA, CFP®