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.
How to Listen to Today’s Episode
Episode Links & Resources:
- Retired or Close to It? Need a Retirement + Tax Analysis?
- Robo-Advisor Series
- 5 Reasons Not to Do a Roth Conversion
- Best Weekly Performance for U.S. Stocks Since November 2020
- UBS Acquires Wealthfront