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Roth Conversions Part 1: What, How, and Why

Roth Conversions Part 1: What, How, and Why

Today I’m kicking off a 2-part series on Roth conversions.

Specifically, here in part one, I’m breaking down:

  • What a Roth conversion is
  • How a Roth conversion works
  • Why Roth conversions are so popular

If you’re ready to master the basics of Roth conversions, today’s episode is for you.

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Episode Transcript

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About the Show

The Stay Wealthy Retirement Podcast will teach you how to reduce taxes, invest smarter, and make work optional in retirement.

Award-winning CERTIFIED FINANCIAL PLANNER™ Taylor Schulte tackles topics like tax planning, IRA's, 401(k)'s, retirement income strategies, insurance, pensions, investments, social security, and more!

Every episode will give you actionable tips to help you preserve your hard-earned money and "stay wealthy" in retirement.

Proud Member of the Retirement Podcast Network.

About Taylor

Taylor R. Schulte, CFP®

I worked for large wealth management firms for half of my career. They spent more time talking about how to make the firm more money than how to make clients more money. I set out to change that.