Roth Conversions Explained: Why They Matter for Your Retirement | Money Not Math 167

Описание: Would you rather pay taxes now or later? For many retirees, that question is more important than ever. In this episode of Money Not Math, we break down what a Roth conversion is, why it matters, and key considerations before making a move.
What you’ll learn:
✔ What a Roth conversion means
✔ Potential benefits like tax-free withdrawals and no RMDs
✔ Important factors to consider before converting
At 5 Stone Financial Group, we help empty nesters create tax-smart retirement strategies. If you’re wondering whether a Roth conversion fits your plan, schedule a conversation today: https://outlook.office.com/book/Gb122...
Disclaimer:
This video is for educational purposes only and is not intended as personalized investment advice. All investing involves risk, including the potential loss of principal. Tax laws are subject to change, and individual circumstances vary. Before making any financial decisions, consult with a qualified tax or financial professional.
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