Roth conversions can be a significant tax planning strategy within a comprehensive financial plan. By converting assets from a pre-tax retirement account to a Roth IRA, investors may gain greater flexibility over future taxable income and could potentially reduce lifetime taxes, depending on individual circumstances.

In this episode, Cullen discusses several important considerations that may be evaluated before deciding whether a Roth conversion might be appropriate for your situation.

What you'll learn

● How Roth conversions work and why they may be beneficial in certain situations

● Why your current tax bracket may be a more significant factor than current federal tax rates

● How retirement can create opportunities for potentially more tax-efficient conversions

● Why the source used to ...