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Back-to-Basics: Roth Conversions
Manage episode 433747987 series 2910154
Kandungan disediakan oleh Mike Morton, CFP®, RLP®, ChFC® and Mike Morton. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Mike Morton, CFP®, RLP®, ChFC® and Mike Morton atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
In this episode, Matt Robison and Mike Morton go back-to-basics with a focus on Roth Conversions—a financial strategy that could potentially save you millions of dollars in retirement. Whether you've amassed significant savings in tax-deferred accounts like Traditional IRAs and 401(k)s or you're just starting to think about how to optimize your retirement funds, this episode is for you. Explore how converting to a Roth IRA could minimize your lifetime tax bill, reduce Required Minimum Distributions (RMDs), and enhance your legacy planning. Learn when to take advantage of this strategy, the potential tax implications, and important considerations to keep in mind.
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Learn more about Mike and my services at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/
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