Episode 148
Roth Conversions Part 2: A Five-Step Process to Determine if a Roth Conversion Makes Sense for You
Stay Wealthy Retirement Podcast · Taylor Schulte, CFP®
April 5, 202224m 42s
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Show Notes
Today I'm tackling part two of our series on Roth conversions.
Specifically, I'm sharing:
- How to determine if a Roth conversion makes sense
- A Roth conversion case study
- Common mistakes + pitfalls to avoid
If you're ready to master Roth conversions and take control of your tax bill, you're going to love today's episode.
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For the episode show notes and links, click here.