In this episode of Ready for Retirement, James discusses how 4 reasons to NOT do a Roth Conversion.
**Questions Answered: **
- How to think through whether a Roth Conversion makes sense for you
- Understanding how to implement effective Roth Conversions
- How can your overall retirement strategy be improved?
Timestamps:00:00 - Introduction 2:13 - Example4:25 - Plan for Conversions7:22 - Age / Life Expectancy10:19 - Not ONLY A Dollar Amount12:49 - RMDs14:58 - RMD Example17:02 - RMD Issue19:00 - Working With Us
**Check out all of our podcast episodes and more on our **YouTube channel here!)****LET'S CONNECT!
- Facebook)
- LinkedIn)
- Website)
ENJOY THE SHOW?
Don't miss an episode, subscribe via Apple Podcasts), Stitcher), Spotify), or Google Play)
Create Your Custom Strategy ⬇️
Get Started Here.)
