What is a Roth Conversion?

Roth conversions are becoming more and more popular as a retirement planning tool, but how much do you know about them? Today we’ll try to give you all the key information about Roth conversions so you can start determining if it’s a strategy that might work for you. 

 

Read more and get additional resources here: https://silverman-associates.com/saving-with-silverman-podcast/ep-4-what-is-a-roth-conversion     

 

Today's rundown: 

0:55 – What is a Roth conversion and why is it worth considering?

3:10 – Why might he Roth conversion be especially helpful for people with high incomes?

3:36 – Are there any common mistakes that you see people make with this?

4:10 – Who might benefit from this strategy?

5:20 – What about someone that shouldn’t do a conversion?

6:10 - What else will you discuss with clients alongside Roth conversions?