When is the most cost-effective time to do a Roth conversion?Segment 1 – What Is a Roth Conversion?Segment 2 – Best Time #1: During a Market DownturnSegment 3 – Best Time #2: In a Lower-Income YearSegment 4 – Best Time #3: When You Expect Tax Rates to RiseSegment 5 – Bonus Tip: Roth Conversions + AnnuitiesSegment 6 – Final Thoughts

When is the most cost-effective time to do a Roth conversion? Segment 1 – What Is a Roth Conversion? Segment 2 – Best Time #1: During a Market Downturn Segment 3 – Best Time #2: In a Lower-Income Year Segment 4 – Best Time #3: When You Expect Tax Rates to Rise Segment 5 – Bonus Tip: Roth Conversions + Annuities Segment 6 – Final Thoughts

When Is the Most Cost-Effective Time to Do a Roth Conversion?

TransGlobal Wealth Clinic is an interview-style podcast that aims to help our audience educate themselves on a variety of financial matters and help grow their wealth. Are you interested in being financially prepared for the future? Join us as we discuss and break down how to properly manage your finances, from saving strategies and insurance to retirement planning.

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When Is the Most Cost-Effective Time to Do a Roth Conversion?

When Is the Most Cost-Effective Time to Do a Roth Conversion?