If you think a Roth conversion might be the right thing for you, how do you do it correctly? Creating a strategic plan for your conversion can make a significant difference in your finances and we'll discuss the reasons many people are choosing to make this move.
Read more and get additional financial resources here: https://coveryourassetskc.com/episode-80-what-is-the-strategy-behind-a-roth-conversion/
Today's show schedule:
1:14 - What is the strategy behind a Roth conversion?
3:47 - What is a Roth conversion?
6:11 - The longer your account grows tax-deferred, the bigger the account.
8:48 - It’s possible that the tax rates will go up in the future.
14:34 - How does this strategy relate to Medicare?
16:02 - Consider your retirement plans and where the country is going
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