Episode 66: Everything You Need To Know About Roth Conversions

Have you heard about Roth conversions? Wonder if it’s the right thing for you? David talks through different scenarios related to Roth conversions to see if it’s something that could benefit you.  

 

Read more and get additional resources here: https://coveryourassetskc.com/episode-66-everything-you-need-to-know-about-roth-conversions/ 

 

Today's rundown: 

1:38 - What is a Roth conversion?

3:37 - What benefit does a Roth conversion provide?

8:33 - What are common mistakes when it comes to Roth conversions?

11:11 - What’s the right way to do a Roth conversion?

13:47 - Who should not do a Roth conversion?

17:02 - What does this process look like when working with David’s team?