))
Joe Murphy discusses the topic of Roth conversions. He explains the benefits of a Roth IRA, such as tax-free growth and no required minimum distributions (RMDs).
Manage episode 435045374 series 2977845
Kandungan disediakan oleh Broadcasting Experts, LLC and Joe Murphy. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Broadcasting Experts, LLC and Joe Murphy 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 of Wealth Health Radio, Joe Murphy discusses the topic of Roth conversions. He explains the benefits of a Roth IRA, such as tax-free growth and no required minimum distributions (RMDs). He also highlights the importance of considering future tax changes and the potential impact on retirement savings. Joe discusses the process of a Roth conversion and the need for careful planning and understanding of the rules. He also touches on higher-end strategies like the backdoor Roth and the mega backdoor Roth. The episode concludes with a discussion on the pro rata rule and the importance of consulting with a financial advisor for personalized advice.
Call or text 800-930-5905. Visit MWMFinancial.Tax to learn more.
See omnystudio.com/listener for privacy information.
100 episod
Kongsi
