Player FM 앱으로 오프라인으로 전환하세요!
Is This a Good Time for Roth Conversions?
Manage episode 454741331 series 3428540
Today we're asking the question that we posed to our listeners at the beginning of 2024: Is this a good time to do your Roth conversions?
There are reasons for doing them at the end of the year, just as there are also sound reasons for waiting until the new year begins. What it all comes down to is whether or not you know your tax situation for the year - which, with just a few weeks left, is much easier to determine right now. But how do you really know when may be the best time to get some money into your Roth IRA?
Podcast host Johnny Dean speaks with his guest, "Professor" Rick Plum, CFP® about what you still need to consider when doing a Roth conversion in this week's episode of Managing Your Financial Future!
205 에피소드
Manage episode 454741331 series 3428540
Today we're asking the question that we posed to our listeners at the beginning of 2024: Is this a good time to do your Roth conversions?
There are reasons for doing them at the end of the year, just as there are also sound reasons for waiting until the new year begins. What it all comes down to is whether or not you know your tax situation for the year - which, with just a few weeks left, is much easier to determine right now. But how do you really know when may be the best time to get some money into your Roth IRA?
Podcast host Johnny Dean speaks with his guest, "Professor" Rick Plum, CFP® about what you still need to consider when doing a Roth conversion in this week's episode of Managing Your Financial Future!
205 에피소드
All episodes
×1 Comparing the Portfolio Withdrawal Methods - Which Is Best? 35:31
플레이어 FM에 오신것을 환영합니다!
플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.