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Podcast: The Real Investment Show (Full Show)
Episode: 4-25-25 Wouldn't You Rather Roth
Description: Are you contemplating a Roth IRA conversion in 2025?
With potential tax rate increases on the horizon, now might be the optimal time to act. Richard Rosso and Jonathan McCarty delve into:
* The benefits of converting to a Roth IRA before 2026
* Strategies to minimize taxes during conversion
* How Roth conversions can impact your retirement planning
* The role of Roth IRAs in estate planning
Rich and Jonathan explore how a Roth IRA can offer tax-free withdrawals, eliminate required minimum distributions (RMDs), and provide greater flexibility in retirement. We'll also discuss the implications of the Tax Cuts and Jobs Act expiring in 2026 and how...