))
Ep 4: 5 Reasons to Do a Roth Conversion
Manage episode 339796578 series 3378480
Liz Whitteberry에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Liz Whitteberry 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
The Roth conversion is a planning strategy that’s picked up more and more interest in recent years. There are many reasons behind its rise in popularity, and now is a great time to have a discussion with your advisor about whether it might be right for you.
No tool is for everyone, but there are plenty of reasons why you’ll want to do a Roth conversion. On this episode, we’re going to share five of those reasons and explain the many benefits of doing a conversion sooner rather than later. Much of what we’ll talk about today directly relates to taxes and tax planning and could pay off significantly in retirement.
Listen to this week’s show to learn more about:
- How you can take advantage of the current tax rate. (1:48)
- The multiple reasons RMDs should weigh into your decision. (5:01)
- What is Medicare IRMAA and why a Roth conversion could help with healthcare costs? (9:58)
- People rarely think about the Widow’s Tax but this could be another benefit. (12:04)
- The reason a conversion could really benefit your heirs. (15:49)
If you are interested in learning more about how a Roth conversion fits into your plan, contact us here: https://www.bestpathadvisors.com/contact
If you are interested in learning more about how we could help you plan for retirement, contact us here: https://www.bestpathadvisors.com/contact
49 에피소드
공유
