Don't Do Any Roth Conversions Before You Ask Yourself THIS

Update: 2024-09-16

Description

I often hear someone say "How much and when should I convert my assets to Roth?" when in reality the question should be "How can I live my ideal retirement and minimize taxes along the way?"

Two very different questions.

Create Your Custom Early Retirement Strategy Here

Get access to the same software I use for my clients and join the Early Retirement Academy here

Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Comments

Top Podcasts

The Best New Comedy Podcast Right Now – June 2024 The Best News Podcast Right Now – June 2024 The Best New Business Podcast Right Now – June 2024 The Best New Sports Podcast Right Now – June 2024 The Best New True Crime Podcast Right Now – June 2024 The Best New Joe Rogan Experience Podcast Right Now – June 20 The Best New Dan Bongino Show Podcast Right Now – June 20 The Best New Mark Levin Podcast – June 2024

In Channel

Don't Do Any Roth Conversions Before You Ask Yourself THIS

2024-09-1613:07

5 Ways An Advisor Can Change Your Retirement

2024-09-0916:26

The Complete Guide To Optimizing Healthcare Costs Before 65

2024-09-0225:39

The Complete Guide To Implementing Roth Conversions: Tax Strategy

2024-08-2626:21

Here's How To View Real Estate As Part Of Your Retirement Strategy

2024-08-1923:02

7 Surprising Regrets From My Clients Who Retired Early

2024-08-1221:46

5 Signs It’s Time To Consider Retiring Early

2024-08-0521:46

5 Easy Ways To Know If You Should Do Roth Conversions

2024-07-2922:27

How Do We Build Multi-Generational Wealth? [Estate Planning]

2024-07-2220:18

3 Retirement Rules Of Thumb That Don't Apply To An Early Retirement

2024-07-1519:51

My Story | Why Do I Do This?

2024-07-0825:39

Where Should I Withdraw Money From First In Retirement?

2024-07-0126:03

How To Manage Cash Flow Before & Throughout Retirement

2024-06-2425:48

A Real-Life Story Of Investing Too Well For Retirement

2024-06-1728:47

Here’s How To Determine If You Should Keep Or Break Up With Your Advisor

2024-06-1029:29

How To Create An Anti-Cookie Cutter Investment Portfolio

2024-06-0319:54

How Much Should I Be Saving To Retire Early?

2024-05-2720:43

A Complete Guide To Inheriting Money (Tax Planning)

2024-05-2026:16

4 Steps To Determine When You Can Retire Early

2024-05-1322:36

Understanding Early Withdrawal Strategies: Rule of 55, SEPP, etc.

2024-05-0625:02

00:00

Don't Do Any Roth Conversions Before You Ask Yourself THIS

#box-pro-ellipsis-172671052389445{-webkit-line-clamp:2;}Don't Do Any Roth Conversions Before You Ask Yourself THIS

Don't Do Any Roth Conversions Before You Ask Yourself THIS

Ari Taublieb, CFP®, MBA

Don't Do Any Roth Conversions Before You Ask Yourself THIS