
Ep 29: Is a Roth Conversion Right for You?
Ruhi Arora Jain
Description
<p class="p1"><span class="s1">What is a Roth conversion, and is it right for you? We’ll dig into the pros and cons and fill you in on everything you need to know.</span></p> <p class="p1"> </p> <p class="p1"><span class="s1"><strong>Read more and get additional financial resources here:</strong> <a href= "http://petersonfg.com/new-year-new-ideas-to-consider/">http://petersonfg.com/new-year-new-ideas-to-consider/</a></span></p> <p class="p1"> </p> <p class="p1"><strong><span class="s1">What we discuss on this episode: </span></strong></p> <p class="p1"><span class="s1"><strong>2:19 –</strong> What is a Roth conversion?</span></p> <p class="p1"><span class="s1"><strong>6:42 –</strong> What if you’re 55 or older?</span></p> <p class="p1"><span class="s1"><strong>10:15 –</strong> High-income earners</span></p> <p class="p1"><span class="s1"><strong>12:00 –</strong> Mistakes people make</span></p> <p class="p1"><span class="s1"><strong>16:46 –</strong> Who will and won’t benefit</span></p> <p class="p1"><span class="s1"><strong>17:57 –</strong> Why it’s an opportunity</span></p>