Functional Retirement Podcast

Listener Question | I'm 60, Do Roth Conversions Require a Five-Year Waiting Period For Tax-Free Distributions? | Ep: 017


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In this episode, we tackle a fascinating listener question that delves into the world of Roth conversions and the potential tax savings they can bring. We explore the strategy behind Roth conversions and how understanding the difference between future and current taxation is crucial before implementing them. It may sound technical, but trust me, it's worth it!

Thank you all for your continued support and for tuning in to the Functional Retirement Podcast. Your engagement, questions, and reviews help us grow and reach more people who can benefit from our insights.

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✅Contact Thatcher at [email protected] with comments and questions!

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DISCLAIMER: The information provided in these episodes is only to be considered helpful hints and education. Nothing said or shown is to be misconstrued as specific tax, legal, or investment advice. Consult with your tax, legal, or investment professional before acting on anything you see in these videos.

​​Investment Advisory Services are offered through ProPath Financial, a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed in this podcast should be viewed as investment advice.

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Functional Retirement PodcastBy Thatcher Taylor

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