To Roth, or not to Roth, that is the question! Most people are aware that they may be able to make Roth IRA and Roth 401(k) contributions, but what about Roth conversions? Do you know the fundamental differences between Roth contributions and conversions? How does one do a Roth conversion, and what might that entail? What are the pros and cons? Who might be a good fit for Roth conversions? What potential pitfalls does one need to be aware of if they are considering this tax planning strategy? Join us in this episode to find out!
Social Security Calculator:
https://www.ssa.gov/OACT/quickcalc/
If you would prefer the video version of this podcast, join us on our YouTube channel over at
https://www.youtube.com/@financialphilosophers
To contact us for Interviews or Business Inquiries, please refer to the About page of our Youtube channel.
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This podcast is for informational purposes only and should not be considered or regarded as personalized investment or financial advice. All opinions expressed by Chris, Danny, and any guests are solely their own opinion. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided from this program (including any information that may be accessed through this website) is not directed at any individual, investor, or category of individuals or investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
To Roth, or not to Roth, that is the question! Most people are aware that they may be able to make Roth IRA and Roth 401(k) contributions, but what about Roth conversions? Do you know the fundamental differences between Roth contributions and conversions? How does one do a Roth conversion, and what might that entail? What are the pros and cons? Who might be a good fit for Roth conversions? What potential pitfalls does one need to be aware of if they are considering this tax planning strategy? Join us in this episode to find out!
Social Security Calculator:
https://www.ssa.gov/OACT/quickcalc/
If you would prefer the video version of this podcast, join us on our YouTube channel over at
https://www.youtube.com/@financialphilosophers
To contact us for Interviews or Business Inquiries, please refer to the About page of our Youtube channel.
--------------------------------------------------------------------
This podcast is for informational purposes only and should not be considered or regarded as personalized investment or financial advice. All opinions expressed by Chris, Danny, and any guests are solely their own opinion. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided from this program (including any information that may be accessed through this website) is not directed at any individual, investor, or category of individuals or investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.