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cover of episode How to Use Roth Conversions to Protect Your Spouse's Future

How to Use Roth Conversions to Protect Your Spouse's Future

2023/1/24
logo of podcast Ready For Retirement

Ready For Retirement

Shownotes Transcript

In this episode of Ready for Retirement, James how to use Roth Conversions to protect your spouse's future.

**Questions Answered: **

  • What are the best ways to implement Roth Conversions?
  • What are the best strategies to implement tax planning for your spouse?
  • How can your overall retirement strategy be improved?

Timestamps:00:00 - Introduction 1:45 - Roth Conversions3:23 - When To Implement6:52 - Income Assumptions9:27 - Taxable Income12:05 - Roth Conversion Planning14:35 - Surviving Spouse Tax Planning16:48 - Life Insurance Protection19:21 - Analysis Assumptions20:50 - Working With Us

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