Episode 47 (1)

Episode 47: Roth IRA & Roth Conversions

Determining when, or if, you should convert your investments to a Roth IRA is an individual decision based on factors such as your financial situation, age, tax bracket, current investments, and alternate sources of retirement income.

Join Lynn in this week’s episode as she answers some important questions for you.

What is a Roth IRA?

What is the difference between a traditional IRA and a Roth IRA?

What accounts are eligible to be converted to a Roth IRA?

How can a Roth IRA conversion help protect me from future income-tax-rate increases?

What are the tax consequences of a Roth IRA conversion?

How can a Roth IRA conversion help provide a greater financial legacy for my beneficiaries?

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Read the episode transcript here

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