A Roth Conversion can be a powerful strategy for many retirees, however it's crucial to understand how it works and if a Roth conversion is right for you. When you perform a Roth Conversion, you are deciding to pay taxes today to get out of future taxes. However, there are many things to consider before converting immediately.

In this video, we'll answer:
- What is a Roth Conversion?
- Is a Roth Conversion a good idea?
- The impact a Roth Conversion has on, social security, taxes, RMDs, etc.

Resources:
Access to the tool we used in this video: [ Ссылка ]
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The Defining Wealth Podcast:
Our goal for this podcast is to help give you the clarity to make confident financial decisions. Personal finance is... personal. Everyone's goals, objectives, and values should be reflected in their financial plan. Our mission is that you can learn to apply what we cover to create a better and more fulfilling life.

Hosted by Kyle Kuyat, CFP®, ChFC®, RICP® & Jacob Gardner, CFP®.

Disclosure:
The following video is for education and entertainment only, and is not to be considered financial or tax advice. Past performance is not indicative of future results.

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