• Episode 4: Roth Conversions

  • 2024/10/30
  • 再生時間: 40 分
  • ポッドキャスト

Episode 4: Roth Conversions

  • サマリー

  • In this episode of the Retire Stronger podcast, John and Bill discuss Roth conversions and the considerations to keep in mind when deciding if it's the right strategy for retirement income planning. They cover topics such as the basics of a Roth conversion, tax considerations, timing, and the impact on Social Security and Medicare benefits. They emphasize the importance of understanding your specific situation and working with a trusted advisor to make informed decisions.

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あらすじ・解説

In this episode of the Retire Stronger podcast, John and Bill discuss Roth conversions and the considerations to keep in mind when deciding if it's the right strategy for retirement income planning. They cover topics such as the basics of a Roth conversion, tax considerations, timing, and the impact on Social Security and Medicare benefits. They emphasize the importance of understanding your specific situation and working with a trusted advisor to make informed decisions.

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