Ready For Retirement

How to Use Roth Conversions to Protect Your Spouse's Future


Listen Later

In this episode of Ready for Retirement, James how to use Roth Conversions to protect your spouse's future.

Questions Answered: 

  • What are the best ways to implement Roth Conversions?
  • What are the best strategies to implement tax planning for your spouse?
  • How can your overall retirement strategy be improved?

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!

  • Facebook
  • LinkedIn
  • Website

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!

...more
View all episodesView all episodes
Download on the App Store

Ready For RetirementBy James Conole, CFP®

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

722 ratings


More shows like Ready For Retirement

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

443 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

756 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,922 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

730 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,293 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

431 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

488 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

490 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

547 Listeners

The NewRetirement Podcast by Steve Chen

The NewRetirement Podcast

184 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

543 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

148 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

33 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

696 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

95 Listeners