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Podcast: Big Picture Retirement®
Episode: Encore Episode: 3 Reasons for Roth Conversions
Description: Today we're bringing back one of our most downloaded episodes: The Three Reasons for Roth Conversions. We released this back in May of 2023 and it's already shot up to be one of the most listened-to episodes we've ever recorded. That's really no surprise because Roth conversions have become a hot topic, and for good reason too. After paying taxes for all the years you've worked, who doesn't want to try to reduce the taxes they'll pay in retirement? But…a Roth conversion doesn't make sense for everyone and after reviewing hundreds of Roth conversion plans, we've observed thre...