• Episode 13: Roth Conversion Strategy and CD Ladders: Anthony's Financial Game Plan

  • Feb 17 2025
  • Durée: 18 min
  • Podcast

Episode 13: Roth Conversion Strategy and CD Ladders: Anthony's Financial Game Plan

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  • Résumé

  • In this episode, Anthony is considering a Roth conversion for his IRA, but how much should he convert—and how quickly? We dive into the factors that can help Anthony decide on the optimal conversion amount and pace, including tax brackets, future income expectations, and retirement goals. Additionally, we explore the benefits of building a CD ladder as part of his investment strategy, providing a steady income while managing interest rate risk. Whether you're contemplating a Roth conversion or looking to diversify your portfolio with CDs, this episode is packed with actionable insights for smarter financial planning! Set-up your free 15-minute phone consultation at TuckerRetirement.com.
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