In this episode of Ready for Retirement, James discusses how 4 reasons to NOT do a Roth Conversion.

Questions Answered:

How to think through whether a Roth Conversion makes sense for you
Understanding how to implement effective Roth Conversions
How can your overall retirement strategy be improved?

Timestamps:
00:00 - Introduction
2:13 - Example
4:25 - Plan for Conversions
7:22 - Age / Life Expectancy
10:19 - Not ONLY A Dollar Amount
12:49 - RMDs
14:58 - RMD Example
17:02 - RMD Issue
19:00 - Working With Us

Learn the tips & strategies to get the most out of life with your money.

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