Episode 158
To Roth or Not to Roth, That is the Question
Protecting Your Assets with Steve Shyman · Steve Shyman
August 2, 202451m 15s
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Show Notes
A question I hear a lot is, should I do a Roth conversion? As you might guess, the answer depends on your circumstances. But let's talk about some reasons when it might make sense and some reasons when it might not.
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Topics
RetirementRetirefinanceInvestbudget401kTSP403bIRAstockbondmoneymarketplaneducationmedicaremortgageRMDrequiredminimumdistributionsocialsecuritytaxlongtermcareinsuranceriskincomevolatilityadvisoradviser