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Podcast: The Real Investment Show (Full Show)
Episode: 11-21-25 Roth Conversion Strategy - What Actually Works
Description: Not all Roth conversions are created equal — and new research shows a clear winner.
Richard Rosso breaks down a study that modeled hundreds of thousands of retirement scenarios to determine which Roth conversion strategy performs best over a 10-year period:
• Staying in a traditional IRA/401(k) and taking RMDs
• A one-time Roth conversion
• A gradual, multi-year conversion strategy
We examine how taxes, RMDs, longevity, and investment returns affect the outcome — and why a one-time conversion often comes out ahead if you can handle the upfront tax bill.
0:19 - The Sexiest Word in Finance
4:44 - The Roth Account Smile
7:29 - Roth Applicatio...