Podchaser Logo
Home
Tax Implications of a Roth Conversion: Is it The Right Strategy for You?  - Episode # 306

Tax Implications of a Roth Conversion: Is it The Right Strategy for You? - Episode # 306

Released Friday, 20th August 2021
Good episode? Give it some love!
Tax Implications of a Roth Conversion: Is it The Right Strategy for You?  - Episode # 306

Tax Implications of a Roth Conversion: Is it The Right Strategy for You? - Episode # 306

Tax Implications of a Roth Conversion: Is it The Right Strategy for You?  - Episode # 306

Tax Implications of a Roth Conversion: Is it The Right Strategy for You? - Episode # 306

Friday, 20th August 2021
Good episode? Give it some love!
Rate Episode

A Roth IRA conversion offers certain tax advantages if you expect your future tax rate to be higher at the time you plan to withdraw money from your retirement accounts. A Roth IRA allows for tax-free withdrawals of qualified distributions, but there are pitfalls you need to know. CFN’s John Walker and Tim Joseph, CPA, discuss the ins and outs of Roth conversions and help you determine if you’re a good candidate for this retirement planning strategy.

Listening Time: 22 minutes

Show More

Unlock more with Podchaser Pro

  • Audience Insights
  • Contact Information
  • Demographics
  • Charts
  • Sponsor History
  • and More!
Pro Features