Real World Examples of Roth Conversions

There’s been a growing buzz around Roth conversions, but what do they actually entail? This popular strategy makes a lot of sense within a financial plan, but like all tools, it’s not for everyone. In this episode, we dig into this complex subject with real-world examples that illustrate the potential benefits and pitfalls of this strategy.

Here’s what we discuss in this episode:

0:00 – Intro

1:45 – Roth conversions are situational

6:13 – Determining how much to convert

9:50 – Staying under IRMAA limits

13:05 – Age factors with Roth conversions

 

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