Ep 177: Roth Conversion Math (& Extra Benefits)
Failed to add items
Sorry, we are unable to add the item because your shopping cart is already at capacity.
Add to basket failed.
Please try again later
Add to Wish List failed.
Please try again later
Remove from Wish List failed.
Please try again later
Follow podcast failed
Unfollow podcast failed
Ep 177: Roth Conversion Math (& Extra Benefits)
-
Narrated by:
-
By:
About this listen
In this episode of the Retire with Peace podcast, host David Zaegel discusses the intricacies of Roth IRA conversions, emphasizing the importance of understanding tax implications and the timing of conversions. He uses a farming analogy to illustrate that whether taxes are paid now or later, the outcome can be the same if tax rates remain constant. Zaegel also highlights additional benefits of Roth conversions beyond tax rates, such as income management and risk mitigation in the event of a spouse's death. He concludes by stressing the need for individualized planning to optimize tax strategies for retirement.
No reviews yet
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.