Real World Examples of Roth Conversions

There’s been a growing buzz around Roth conversions, but what do they actually entail? This popular strategy makes a lot of sense within a financial plan, but like all tools, it’s not for everyone. In this episode, we dig into this complex subject with real-world examples that illustrate the potential benefits and pitfalls of this strategy. Here’s what we discuss in this episode: 0:00 – Intro 1:45 – Roth conversions are situational 6:13 – Determining how much to convert 9:50 – Staying under IRMAA limits 13:05 – Age factors with Roth conversions Schedule a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall Get your free copy of "Rounding Third:" http://rounding-third.elevatemyretirement.com/ Contact us: (801) 639-0095 slee@erg-slc.com

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