• To Roth or Not to Roth

  • Aug 2 2024
  • Length: 55 mins
  • Podcast

To Roth or Not to Roth

Listen for free

View show details

  • Summary

  • The conversation discusses the topic of Roth conversions and when it makes sense to do them. It covers reasons such as being in a lower tax bracket, having a longer time horizon, diversifying tax liabilities, and avoiding required minimum distributions. On the other hand, it may not make sense to do a Roth conversion if you are in a high tax bracket, have a short time horizon, or are near the age of required minimum distributions. The conversation also provides tips for retirement planning, including saving 15% annually, maximizing retirement accounts, investing for the long term, and taking advantage of catch-up contributions. The conversation covers various topics related to retirement planning and financial security.

    Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

    See omnystudio.com/listener for privacy information.
    Show More Show Less
Show More Show Less
activate_samplebutton_t1

What listeners say about To Roth or Not to Roth

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.co.uk reviews

Amazon reviews
No Reviews are Available