John talks with his fellow financial advisor and WorthPointe coworker Matt Addington in the Dallas TX office about how to decide whether a Roth Conversion is an effective strategy in your retirement plan.

During the episode, John and Matt first share some insight into what exactly a Roth Conversion is, and how it's different from things like a Roth IRA contribution.

Matt also talks about weighing the risks and opportunities of paying taxes now vs. sometime in the future when tax rates could have changed.

*Be sure to incorporate your tax advisor in this conversation since this is just education and not tax advice*

See omnystudio.com/listener for privacy information.