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In this episode of Ready for Retirement, James how to use Roth Conversions to protect your spouse's future.
Questions Answered:
Timestamps:
00:00 - Introduction
1:45 - Roth Conversions
3:23 - When To Implement
6:52 - Income Assumptions
9:27 - Taxable Income
12:05 - Roth Conversion Planning
14:35 - Surviving Spouse Tax Planning
16:48 - Life Insurance Protection
19:21 - Analysis Assumptions
20:50 - Working With Us
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By James Conole, CFP®4.8
781781 ratings
In this episode of Ready for Retirement, James how to use Roth Conversions to protect your spouse's future.
Questions Answered:
Timestamps:
00:00 - Introduction
1:45 - Roth Conversions
3:23 - When To Implement
6:52 - Income Assumptions
9:27 - Taxable Income
12:05 - Roth Conversion Planning
14:35 - Surviving Spouse Tax Planning
16:48 - Life Insurance Protection
19:21 - Analysis Assumptions
20:50 - Working With Us
Check out all of our podcast episodes and more on our YouTube channel here!
LET'S CONNECT!
ENJOY THE SHOW?
Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play
Submit Your Question Here!
Create Your Custom Strategy ⬇️
Get Started Here.
Join the new Root Collective HERE!

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