Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

What’s The Big Deal With Roth Conversions And Why Should You Care?

Listen Later

In this episode, Tyler Emrick CFA®, CFP® talks through the financial impacts of implementing a well-thought-out Roth conversion strategy. Hear how his clients overcame the emotional struggle of paying a large upfront tax bill to build wealth and provide better outcomes for themselves and their families.  

 

Have questions?

Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.

http://bit.ly/calltruewealth

 

Here are some of the things we will discuss in this episode:

  • How a Roth conversion can protect your spouse’s future. (3:28)
  • How legacy planning and inheritances can benefit from a Roth conversion. (8:39)
  • A recent scenario we worked through with a client when determining inheritance plans. (11:10)
  • Some of the factors that go into determining whether a Roth is right for you.  (14:46)

    •  

    Sign up for our newsletter on our podcast page: https://www.truewealthdesign.com/podcast/

    ...more
    View all episodesView all episodes
    Download on the App Store
    Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®By Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
    • 4.4
    • 4.4
    • 4.4
    • 4.4
    • 4.4

    4.4

    26 ratings

    More shows like Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

    View all
    Sound Retirement Radio by Jason Parker

    Sound Retirement Radio

    453 Listeners

    Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

    Your Money, Your Wealth

    808 Listeners

    Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

    Retirement Answer Man

    1,313 Listeners

    Retirement Starts Today by Benjamin Brandt CFP®, RICP®

    Retirement Starts Today

    522 Listeners

    The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

    The Retirement and IRA Show

    753 Listeners

    Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

    Big Picture Retirement®

    542 Listeners

    Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

    Stay Wealthy Retirement Podcast

    671 Listeners

    The Boldin Your Money Podcast by Steve Chen

    The Boldin Your Money Podcast

    199 Listeners

    Retire With Purpose - The Retirement Podcast by Casey Weade

    Retire With Purpose - The Retirement Podcast

    584 Listeners

    Ready For Retirement by James Conole, CFP®

    Ready For Retirement

    809 Listeners

    The Rob Berger Show by Rob Berger

    The Rob Berger Show

    192 Listeners

    Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

    Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

    38 Listeners

    Retirement Planning Education, with Andy Panko by Andy Panko

    Retirement Planning Education, with Andy Panko

    866 Listeners

    The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

    The Great Retirement Debate with Ed Slott & Jeffrey Levine

    145 Listeners

    Retirement Answers by Jacob Duke, CFP®

    Retirement Answers

    102 Listeners