What's the Break-Even on a Retirement Roth IRA Conversion? - 249

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Recorded26 Nov 2019

Publisheryourmoneyyourwealth.libsyn.com ↗

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Show notes

How do you figure out the break-even point on a Roth IRA conversion? Joe and Big Al discuss whether to convert, how much to convert, and when. Plus, the step-up in basis on a primary residence, self-employed small business retirement plan options, the difference between a financial advisor and financial planner, and defining a registered investment advisor and broker-dealer. Ask money questions, read the transcript & access free financial resources: http://bit.ly/YMYW-249

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