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Is Right Now a Good Time to Do a Roth Conversion?

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Manage episode 393072843 series 3428540
内容由Lucia Capital Group提供。所有播客内容(包括剧集、图形和播客描述)均由 Lucia Capital Group 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Converting your traditional IRA to a Roth IRA is not a decision that should be taken lightly. While tax-free growth is always nice, sometimes the price you have to pay – mostly income taxes on the conversion – makes it not worth doing.

But for many people, right now may be the perfect time to convert their pre-tax funds into a Roth. How do you know if and when you should make the move? Are there other considerations besides having to pay taxes right now that may sway you one way or the other?
These are important questions. Find out what you need to know from podcast host Johnny Dean and “Professor” Rick Plum, CFP® on today’s episode of Managing Your Financial Future!

  continue reading

200集单集

Artwork
icon分享
 
Manage episode 393072843 series 3428540
内容由Lucia Capital Group提供。所有播客内容(包括剧集、图形和播客描述)均由 Lucia Capital Group 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Converting your traditional IRA to a Roth IRA is not a decision that should be taken lightly. While tax-free growth is always nice, sometimes the price you have to pay – mostly income taxes on the conversion – makes it not worth doing.

But for many people, right now may be the perfect time to convert their pre-tax funds into a Roth. How do you know if and when you should make the move? Are there other considerations besides having to pay taxes right now that may sway you one way or the other?
These are important questions. Find out what you need to know from podcast host Johnny Dean and “Professor” Rick Plum, CFP® on today’s episode of Managing Your Financial Future!

  continue reading

200集单集

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