Sometimes investors have to embrace short-term pain for long-term gain. When it comes to Roth conversions, the up-front sacrifice can be well worth it. But exactly when to convert to a Roth depends a great deal on your individual financial situation.

In this episode, we cover why early retirement may create opportunities for conversion, the importance of tax diversity in retirement and Roth IRA’s role in legacy planning.  

Roth Podcast: https://bit.ly/3uZ5O13 Roth SR: https://bit.ly/3uMyD0q