Encore Episode: 3 Reasons for Roth Conversions

Big Picture Retirement

Today we're bringing back one of our most downloaded episodes: The Three Reasons for Roth Conversions.

We released this back in May of 2023 and it’s already shot up to be one of the most listened-to episodes we’ve ever recorded. That’s really no surprise because Roth conversions have become a hot topic, and for good reason too. After paying taxes for all the years you’ve worked, who doesn’t want to try to reduce the taxes they’ll pay in retirement? But…a Roth conversion doesn’t make sense for everyone and after reviewing hundreds of Roth conversion plans, we've observed three primary reasons why a Roth conversion may be beneficial. In this episode, we'll explore each of these reasons.

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Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms.

Contact Devin’s team at https://www.carrolladvisory.com/

Contact John’s team at https://www.rossandshoalmire.com/