Making Cents of Retirement

All About Roth Conversions

Episode Notes

Roth IRA conversions have been a hot topic in the financial media lately.  With many analysts assuming that taxes are going to go up, more and more investors are asking about this strategy.  Today, Vince Oldre from CFG Retirement Group breaks down Roth Conversions.

• What is a Roth conversion?
• Who can do a Roth conversion?
• What are some strategies around a Roth conversion?
• What are some factors to consider when deciding whether you should do a Roth conversion?

Your main goal should be to be tax efficient -to pay the lowest tax rate possible.  Vince explains why the timing of a Roth conversion can have major tax implications and why you need to be strategic when employing this stategy.

If you need help with your financial future, reach out to Vince Oldre and the team at CFG Retirement Group.

Website: https://cfgretirement.com/

Or call: 952-657-7470