6 Cases When a Roth IRA Conversion Isn't a Smart Move
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6 Cases When a Roth IRA Conversion Isn't a Smart Move
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A Barron's piece from Jonathan Shenkman shares 6 reasons to think twice before you convert a Roth IRA. I agree with some of them - but strongly disagree with others because they apply to Super Savers - listeners of this show - differently.
We will go through all six with my additions for a Super Saver like you.
Then we answer a listener question from a 62 year old who is about to retire and wants to bridge the gap until he begins pulling in Social Security at age 70.
And you know we have a great Retire To Something segment to wrap up the show. Enjoy!
Resource:
Barron's article by Jonathan I. Shenkman: "6 Cases When a Roth IRA Conversion Isn't a Smart Move"
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