Episode 145
5 Reasons NOT to Do a Roth Conversion in 2022
Stay Wealthy Retirement Podcast · Taylor Schulte, CFP®
March 1, 202225m 32s
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Show Notes
Today I'm talking about Roth conversions.
But instead of talking about why they're so great...
...I'm sharing 5 reasons why you might NOT do them.
To help, Steven Jarvis, CPA, joins me. Together, we share a handful of often-overlooked reasons that might make you pause.
If you're ready to learn why you might pass on Roth conversions (today or in the future!), today's episode is for you.
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