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Episode 383 - When a Roth Doesn’t Make Cents
Manage episode 448387834 series 1320079
Roth! Roth! Roth! Can you hear the steady chant from the financial advisors and tax experts around the world? Ed Slott, a Roth enthusiast, believes we have entered a rothification era. On today’s show, we’re about to blow your mind by playing the devil’s advocate. Dare we question the Roth? Is there ever a time when a Roth or Roth conversion may not be the best financial move? Yes. Jon Sluis, CPA and tax expert, from Intrust will join our show and guide us through a lively discussion about the tax implications of Roth conversions. Being wise with money and saving for your financial future is not easy and the answer is not always black and white; there’s a lot of emotion attached to the green stuff. If you dare, join us as we discuss the “other side” of the Roth. Tune in and take control!
108 episodi
Manage episode 448387834 series 1320079
Roth! Roth! Roth! Can you hear the steady chant from the financial advisors and tax experts around the world? Ed Slott, a Roth enthusiast, believes we have entered a rothification era. On today’s show, we’re about to blow your mind by playing the devil’s advocate. Dare we question the Roth? Is there ever a time when a Roth or Roth conversion may not be the best financial move? Yes. Jon Sluis, CPA and tax expert, from Intrust will join our show and guide us through a lively discussion about the tax implications of Roth conversions. Being wise with money and saving for your financial future is not easy and the answer is not always black and white; there’s a lot of emotion attached to the green stuff. If you dare, join us as we discuss the “other side” of the Roth. Tune in and take control!
108 episodi
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