You may have heard of Roth Conversions. Roth Conversions have been increasingly popular, so we wanted to share some important things to know before you decide if it is right for you. There are a few key points to consider, like how one would affect your tax bracket for example. Listen to learn the benefits of a Roth Conversion and how one could create a tax-free income in the future.

Here’s some of what you’ll learn on this episode:

  • What are Roth Conversions? [0:36]
  • How Roth Conversions could save you on taxes. [2:26]
  • Here are common mistakes people make with Roth Conversions. [5:24]

 

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Ep 73: Getting it Right: Irreversible Financial Decisions

There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. In this episode, we’ll explain why these decisions are so important and can’t be undone.

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dale@tondrykfinancial.com