Should you make a Roth IRA conversion in 2022? Here are 4 questions to consider before making a strategic Roth IRA conversion before year-end.

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Timestamps
0:00 - Should you consider a Roth conversion?
1:18 - Will your taxes be lower in retirement?
2:20 - Can you pay the tax bill?
2:41 - Will you need the money within 5 years?
3:46 - Are your beneficiaries in a lower tax bracket?
4:33 - Should you convert this year?

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--- About Patrick King CFP® ---
Patrick King is a fee-only financial advisor in Atlanta and the Founder of Prana Wealth. Over his career, Patrick has helped CEOs, all-star athletes, Grammy-winning artists, and many others build their wealth, retire sooner, and create a legacy. Patrick enjoys yoga, mountain biking, golf, travel photography, and Clemson football.

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LinkedIn – PatrickBKing
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Twitter – @PranaWealth
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