Sign up to save your podcasts
Or
Share Roth Conversions: Why They Matter for Your Retirement | Money Not Math 167
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Roth Conversions: Why They Matter for Your Retirement | Money Not Math 167
Would you rather pay taxes now or later? For many retirees, that question can make a big difference in your financial future. In this episode of Money Not Math, we break down Roth conversions—what they are, why they matter, and key considerations before making a move.
What you’ll learn:
✔ What a Roth conversion means
✔ Potential benefits like tax-free withdrawals and no RMDs
✔ Important factors to consider before converting
At 5 Stone Financial Group, we help empty nesters create tax-smart retirement strategies. If you’re wondering whether a Roth conversion fits your plan, schedule a conversation today: https://outlook.office.com/book/[email protected]/s/ytXDEtRh0E-29mrENW6_Uw2?ismsaljsauthenabled
Disclaimer:
This podcast is for educational purposes only and is not intended as personalized investment advice. All investing involves risk, including the potential loss of principal. Tax laws are subject to change, and individual circumstances vary. Before making any financial decisions, consult with a qualified tax or financial professional.
View all episodes
By Drew Erickson
5
11 ratings
Would you rather pay taxes now or later? For many retirees, that question can make a big difference in your financial future. In this episode of Money Not Math, we break down Roth conversions—what they are, why they matter, and key considerations before making a move.
What you’ll learn:
✔ What a Roth conversion means
✔ Potential benefits like tax-free withdrawals and no RMDs
✔ Important factors to consider before converting
At 5 Stone Financial Group, we help empty nesters create tax-smart retirement strategies. If you’re wondering whether a Roth conversion fits your plan, schedule a conversation today: https://outlook.office.com/book/[email protected]/s/ytXDEtRh0E-29mrENW6_Uw2?ismsaljsauthenabled
Disclaimer:
This podcast is for educational purposes only and is not intended as personalized investment advice. All investing involves risk, including the potential loss of principal. Tax laws are subject to change, and individual circumstances vary. Before making any financial decisions, consult with a qualified tax or financial professional.