June 8, 2022

Four Reasons NOT to do Roth Conversions

Four Reasons NOT to do Roth Conversions
Four Reasons NOT to do Roth Conversions
The 'What's Next?' Retirement Podcast
Four Reasons NOT to do Roth Conversions


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Episode: Four Reasons NOT to do Roth Conversions

Tune in as we discuss:

  • Mid 70s
  • Under 59
  • Modest IRA balances
  • Amount in annuities

Bonus: Three false factors

Thanks for listening!