))
"Should I Make a Roth IRA Conversion?"
Manage episode 273151183 series 2796729
Contenuto fornito da Lon W Broske, CFS®, CFP® and Lon W Broske. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Lon W Broske, CFS®, CFP® and Lon W Broske o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.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.
20 episodi
Condividi
