Ep. 18 – How a Roth Conversion Strategy Could Save Our Client Over $427k in Taxes Throughout Retirement
Roth conversions are definitely gaining lots of popularity, especially with the Tax Cuts and Jobs Act of 2017 expiring in 2026. Because of this, I have noticed consumers believe they should automatically start converting their IRAs and 401ks to Roth accounts!
First and foremost, you have to run the numbers. For every scenario that is a “home run” like the one I’ll discuss today, there is a scenario where it does not make sense. Or, perhaps the time isn’t right (yet).
Make sure to check out this latest episode to hear the first of our three-part series from our recent educational workshop, “How to Reduce Taxes in Retirement.”
Enjoy!
~Kevin
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This is for general education purposes only and should not be considered as tax, legal, or investment advice.
