DiscoverYour Money, Your WealthIs Now the Time for a Roth Conversion, or Wait Until Retirement? - 393
Is Now the Time for a Roth Conversion, or Wait Until Retirement? - 393

Is Now the Time for a Roth Conversion, or Wait Until Retirement? - 393

Update: 2022-08-30
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Should you convert money from your pre-tax retirement accounts to Roth now, or wait until retirement, or until required minimum distributions kick in? Should a mid-30s couple do Roth Conversions or Backdoor Roth? Should a 93-year-old open his first ever Roth and start converting? What’s a good retirement savings mix between pre-tax and post-tax? And the fellas do a worst-case scenario retirement spitball analysis. Show notes, free financial resources, Ask Joe & Big Al On Air: https://bizlink.to/ymyw-393

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Is Now the Time for a Roth Conversion, or Wait Until Retirement? - 393

Is Now the Time for a Roth Conversion, or Wait Until Retirement? - 393

Joe Anderson, CFP® & Alan Clopine, CPA