Managing Your Financial Future with Lucia Capital Group
Managing Your Financial Future with Johnny Dean and "Professor" Rick Plum, CFP® Brought to you by the advisors and investment professionals at Lucia Capital Group, a registered investment advisor. Integrating financial planning and investing decisions, designed to help you reach your own financial goals. Want the best tips on which hot stocks you should buy this week? Go somewhere else - we don't do that. It's all about planning, strategy, managing your future and taking control of your financial life. Securities offered through LPL Financial, member FINRA/SIPC.
Managing Your Financial Future with Lucia Capital Group
Is This a Good Time for Roth Conversions?
Today we're asking the question that we posed to our listeners at the beginning of 2024: Is this a good time to do your Roth conversions?
There are reasons for doing them at the end of the year, just as there are also sound reasons for waiting until the new year begins. What it all comes down to is whether or not you know your tax situation for the year - which, with just a few weeks left, is much easier to determine right now. But how do you really know when may be the best time to get some money into your Roth IRA?
Podcast host Johnny Dean speaks with his guest, "Professor" Rick Plum, CFP® about what you still need to consider when doing a Roth conversion in this week's episode of Managing Your Financial Future!