Home > Podcasts > Roth Conversions Part 2: A Five-Step Process to Determine if a Roth Conversion Makes Sense for You Podcasts Roth Conversions Part 2: A Five-Step Process to Determine if a Roth Conversion Makes Sense for You
Stay Wealthy Retirement Show

Roth Conversions Part 2: A Five-Step Process to Determine if a Roth Conversion Makes Sense for You

Roth Conversions Part 2: A Five-Step Process to Determine if a Roth Conversion Makes Sense for You

Today I’m tackling part two of our 2-part series on Roth conversions.

Specifically, I’m sharing:

Key Takeaways
  • How to determine if a Roth conversion makes sense
  • A Roth conversion case study
  • Common mistakes + pitfalls to avoid

If you’re ready to master Roth conversions and take control of your tax bill, you’re going to love today’s episode.

Get Your Retirement Assessment

How to Listen to Today’s Episode

Episode Links & Resources:

Episode Transcript

[fusebox_transcript]

Get Your Retirement Assessment

Featured

Listen to these first

Featured Episodes

Liz Simmie
Episode cover
The Right Way for Retirement Savers to Approach ESG Investing With Liz Simmie

Today we’re diving into ESG investing. ESG stands for Environmental, Social, and Corporate Governance. And because the world of ESG is messy and complicated, I asked Liz Simmie, co-founder of Honeytree Investment Management, to help us break it down. Liz...

Morgan Housel
Episode cover
Retirement Investing #1: The Psychology of Money with Morgan Housel

Today I’m kicking off a 4-part series on investing in the stock market. And, I don’t think I could have found a better guest to get us started. My favorite personal finance writer, Morgan Housel, joins us to talk about...

Jeremy
Episode cover
Jeremy Schneider: Why Rent vs. Buy Is the Wrong Question

Jeremy Schneider, founder of Personal Finance Club, joins me today to break down rent vs. buy. You've probably heard people say: "If you rent, you're throwing money away every month! Owning a home is a safe investment." And yeah, there...

Podcast Listen Img
Episode cover
Tax Gain Harvesting: What is It and When to Use It

Today I’m talking about tax gain harvesting. While tax-loss harvesting typically gets all the attention, realizing gains and deliberately paying taxes now can oftentimes be more valuable. And once again, this strategy is not just for the ultra-wealthy... In fact, those...

Podcast Listen Img
Episode cover
Step-by-Step: How to Lower Taxes in Retirement

Are you a working professional? If so, now is the perfect time to make smart moves to lower taxes in retirement. Nearing retirement or already retired? Don't worry, it's not too late to win the game against the I.R.S. Remember,...

Podcast Listen Img
Episode cover
Hiring a Financial Advisor: The 10 Biggest Mistakes to Avoid

Did you know anyone can call themselves a financial advisor? Or a financial planner, a wealth manager, an investment manager… the list goes on and on. Believe it or not, these titles have no legal or regulatory meaning. They’re not...

— ABOUT

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.