Notas del episodio
When is the most cost-effective time to do a Roth conversion?
Segment 1 – What Is a Roth Conversion?
Segment 2 – Best Time #1: During a Market Downturn
Segment 3 – Best Time #2: In a Lower-Income Year
Segment 4 – Best Time #3: When You Expect Tax Rates to Rise
Segment 5 – Bonus Tip: Roth Conversions + Annuities
Segment 6 – Final Thoughts
Palabras clave
RMDretirement planTransGlobalfinancial planninginvestmenttaxRoth Conversion