DiscoverRetire(Meant) For Living PodcastRoth Conversions: Pay Now, Save Big Later?
Roth Conversions: Pay Now, Save Big Later?

Roth Conversions: Pay Now, Save Big Later?

Update: 2025-09-23
Share

Description

Would you pay more taxes now to secure a tax-free retirement? JoePat Roop breaks down the real math behind Roth conversions, exposes common annuity myths, and explains how to build guaranteed income for life. Learn why timing, tax brackets, and the right annuity choice matter—and how to avoid costly mistakes. Get clear, practical advice to protect your savings and create lasting financial security.

For more information or to schedule a consultation call 704-946-7000 or visit BelmontUSA.com!

Follow us on social media: YouTube | Instagram | Facebook | LinkedIn

See omnystudio.com/listener for privacy information.

Comments 
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Roth Conversions: Pay Now, Save Big Later?

Roth Conversions: Pay Now, Save Big Later?

JoePat Roop