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Is This a Good Time for Roth Conversions?
Manage episode 454741331 series 3428540
محتوای ارائه شده توسط Lucia Capital Group. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Lucia Capital Group یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
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!
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