Is Now a Bad Time for a Roth Conversion? Why Everyone’s Still Doing It—and Should You Act Too?
Автор: Erin Talks Money
Загружено: 2025-01-13
Просмотров: 55148
Описание:
00:00 Intro
00:33 What is a Roth Conversion?
01:15 Why are people so interested in Roth conversions?
02:08 When to Make a Conversion - Down Market
02:48 When to Make a Conversion - Lower Income Years
04:16 Avoid Future RMDs
06:17 Optimal Ages For Roth Conversion - Younger 40s or 50s
06:41 Optimal Ages For Roth Conversion - Before age 63
07:16 Optimal Ages For Roth Conversion - Before RMD Age
07:45 Help Your Beneficiaries
09:48 Bloopers
Roth conversions are surging, but is now really the right time? In this video, we break down why everyone’s still doing Roth conversions despite market highs and potential tax concerns. Learn the best times to convert, how to avoid pitfalls like higher Medicare premiums (IRMAA), and whether you should act now to maximize tax-free growth and future savings.
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Disclaimer: Please note that this video is made for entertainment purposes only and not to be taken as financial advice. Always make sure to do your own research.
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