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 Conversions
3:23 - When To Implement
6:52 - Income Assumptions
9:27 - Taxable Income
12:05 - Roth Conversion Planning
14:35 - Surviving Spouse Tax Planning
16:48 - Life Insurance Protection
19:21 - Analysis Assumptions
20:50 - Working With Us

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How to Use Roth Conversions to Protect Your Spouse's Future 22:18 Share

Ready For Retirement

Shownotes Transcript

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