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Episode Info:

If you think a Roth conversion might be the right thing for you, how do you do it correctly? Creating a strategic plan for your conversion can make a significant difference in your finances and we'll discuss the reasons many people are choosing to make this move. 

 

Read more and get additional financial resources here: https://coveryourassetskc.com/episode-80-what-is-the-strategy-behind-a-roth-conversion/ 

 

Today's show schedule: 

1:14 - What is the strategy behind a Roth conversion?

3:47 - What is a Roth conversion?

6:11 - The longer your account grows tax-deferred, the bigger the account.

8:48 - It’s possible that the tax rates will go up in the future.

14:34 - How does this strategy relate to Medicare?  

16:02 - Consider your retirement plans and where the country is going

Read more »

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