Episode # 306 – Tax Implications of a Roth Conversion: Is it The Right Strategy for You?

August 20, 2021

A Roth conversion offers certain tax advantages if you expect your future tax rate to be higher at the time you plan to withdraw money from your retirement accounts. A Roth IRA allows for tax-free withdrawals of qualified distributions, but there are pitfalls you need to know. CFN’s John Walker and Tim Joseph, CPA, discuss the ins and outs of Roth conversions and help you determine if you’re a good candidate for this retirement planning strategy.

Listening Time: 22 minutes

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