GRFTFS: Roth Conversion in Lower-Income Years?
The Get Ready For The Future Show · GenWealth Financial Advisors
October 11, 202536m 17s
Audio is streamed directly from the publisher (api-na1.hubspot.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
"I’m 62, just retired, and don’t plan to take Social Security until 67. Should I be converting some of my IRA to a Roth during these lower-income years?" We're answering YOUR questions on this week's Get Ready For The Future Show!
- We’re 70 and have three adult children. One is financially responsible, the other two—not so much. Can we structure our estate so that they’re not getting a lump sum all at once?
- We’re 68 and recently retired. With all the market ups and downs lately, we’re nervous. Should we move more into cash, or is that just reacting emotionally?
- I’m 60 and managing most of our finances online — banking, investments, even our family photos. Should digital assets be part of our estate plan, and if so, how do we do it?
And if you've got a question you want answered on the show, call or text 501.381.5228! Or email your question to [email protected]!
Originally aired 10/8/2025