The Financial Philosophers

Episode 35 - Is A Roth Conversion Right For You?

Chris & Danny Season 2 Episode 7

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To Roth, or not to Roth, that is the question! Most people are aware that they may be able to make Roth IRA and Roth 401(k) contributions, but what about Roth conversions? Do you know the fundamental differences between Roth contributions and conversions? How does one do a Roth conversion, and what might that entail? What are the pros and cons? Who might be a good fit for Roth conversions? What potential pitfalls does one need to be aware of if they are considering this tax planning strategy? Join us in this episode to find out!

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