The Retirement Playbook with Dale Tondryk

Ep 76: What to Know About Roth Conversions

November 17, 2022

You may have heard of Roth Conversions. Roth Conversions have been increasingly popular, so we wanted to share some important things to know before you decide if it is right for you. There are a few key points to consider, like how one would affect your tax bracket for example. Listen to learn the benefits of a Roth Conversion and how one could create a tax-free income in the future.

 

Here’s some of what you’ll learn in this episode:

  • What are Roth Conversions? (0:36)
  • How Roth Conversions could save you on taxes. (2:26)
  • Here are common mistakes people make with Roth Conversions. (5:24)

 

Read more and get additional financial insight here: http://retirementplaybookpodcast.com