Is there really a “sweet spot” for Roth conversions—or is it more personal than that? In this episode, Abe Abich breaks down when Roth conversions may make sense, especially during lower-income years before Social Security and required distributions begin. He also highlights common mistakes, including doing conversions without proper tax planning, and explains why coordinating with financial and tax professionals matters. The conversation focuses on understanding timing, tax impact, and how these decisions fit into a broader retirement strategy.

 

Schedule your complimentary appointment today: TheRetirementKey.com

 

Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement

 

Follow us on social media: YouTube | Instagram | Facebook | LinkedIn

See omnystudio.com/listener for privacy information.