
Episode 253
Why You May Not Want to Convert All Your Money to Roth
July 22, 202510m 14s
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Show Notes
“Hey Mike, I'm 60 years old with 1,200,000.0 in a traditional IRA. Should I convert 120,000 each year so I don't have to worry about RMDs?” Discover the problem with aggressive IRA to Roth conversions and the overall tax-free retirement goal.
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Topics
retirementpersonal financeinvestinginsuranceannuitiesstock market