In this episode of Ready for Retirement, James discusses how 4 reasons to NOT do a Roth Conversion.

Questions Answered:

How to think through whether a Roth Conversion makes sense for you
Understanding how to implement effective Roth Conversions
How can your overall retirement strategy be improved?

Timestamps:
00:00 - Introduction
2:13 - Example
4:25 - Plan for Conversions
7:22 - Age / Life Expectancy
10:19 - Not ONLY A Dollar Amount
12:49 - RMDs
14:58 - RMD Example
17:02 - RMD Issue
19:00 - Working With Us

Learn the tips & strategies to get the most out of life with your money.

Get started today → https://www.rootfinancialpartners.com/

Subscribe to be notified for future videos:    / @rootfp  

_ _

For more resources and content, check us out below!

Website // https://rootfinancialpartners.com/
Podcast // http://readyforretirement.co/
Instagram //   / rootfinancialpartners  
Facebook //   / rootfinancialpartners  
LinkedIn //   / 18347030  

Other videos we think you'll like:

About Root:    • Financial advisors with heart.  

Worried about retirement? Start here:    • Worried About Retirement..Start With ...