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"Should I Make a Roth IRA Conversion?"
Manage episode 273151183 series 2796729
Innhold levert av Lon W Broske, CFS®, CFP® and Lon W Broske. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Lon W Broske, CFS®, CFP® and Lon W Broske eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
What are the mechanics behind a Roth Conversion?
- Mechanically, this strategy involves converting savings from a pretax retirement account, such as 401(K) or a Traditional IRAs, to a tax-free Roth IRA.
What are the primary items to consider?
- Current and Future Tax Brackets
- Expected Income Sources
- Types and Amounts in Different Investment Accounts
- Time left until withdrawals needed
- Comfort Level with Investment Risk
Is a Roth Conversion right for you?
- While this strategy can help you save tax, it involves analyzing multiple pieces as well as your timelines in your financial picture.
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