Curious about Roth conversions? Learn how moving funds from a traditional 401(k) or IRA to a Roth IRA can save you money in taxes and help secure your financial future. Discover who benefits most, the ideal timing for conversions, and strategies for maximizing contributions. Whether you're nearing retirement or planning ahead, this video provides actionable insights to help you make informed financial decisions.

00:00 Introduction and viewer question
00:27 What is a Roth conversion and why consider it?
01:42 Ideal timing and income considerations for Roth conversions
02:33 Contribution strategies and income limits
03:55 Closing thoughts

Disclaimer: Farnam Financial, LLC is a RIA (Registered Investment Advisor). All content is educational-only. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. This material is intended for educational purposes only. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost

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