Episode 69: Roth Conversion Warning

<p>Why is it important to get money to tax free accounts? When I do a conversion, what do I need to think about? This episode describes ways we need to be cautious.</p><p>Three takeaways:</p><p>• Cash or Investments</p><p>• Don’t get tripped up</p><p>• Make it easy</p><p>* A Roth Conversion is a taxable event and may have several tax related consequences. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA.</p>