Should We Do a Roth Conversion? - 339

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Recorded17 Aug 2021

Publisheryourmoneyyourwealth.libsyn.com ↗

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Moving money from tax-deferred retirement accounts to accounts with lifetime tax-free investment growth: should you do Roth IRA conversions? Before marriage? From a 403(b)? When and how much to convert? Convert aggressive funds first? What about the ACA subsidy? Will paying Roth conversion tax ruin early retirement? And something completely different: Joe & Big Al's take on Ric Edelman's "pay off the mortgage" suggestion. Podcast survey, transcript, free resources, Ask Joe & Al: https://bit.ly/ymyw-339

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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