• 7 Reasons NOT To Do Roth Conversions

  • Jun 11 2024
  • Length: 22 mins
  • Podcast

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7 Reasons NOT To Do Roth Conversions

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  • Summary

  • Today, I'm sharing 7 reasons you shouldn't do Roth conversions... I hear about far too many people who are trying to do Roth conversions, but they shouldn't be doing any at all. Yes, Roth conversions are a power tax planning strategy for retirees, but it's not the best strategy for everyone.

    Creating a comprehensive plan that is unique to your situation is key. Don't just do Roth conversions because it's what everyone is talking about!

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    Website: https://www.rivertreewealth.com
    LinkedIn: https://www.linkedin.com/in/jacobduke

    Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

    🔔 Subscribe to the channel and press the bell icon so you never miss a video!

    DISCLAIMER: This podcast is not meant to be taken as tax, legal, or investment advice. All content is for educational purposes only.
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