Roth Conversion Q&A Part 1

In this episode, Mike & Rich are answering questions about Roth Conversion from listeners and clients, from our April episode, This is Part 1, with Part 2 coming soon. We have many more questions to get to, and we will be releasing our Part 2 Q&A soon

Below is a list of questions that Mike & Rich are tackling in this episode:

  • What to consider during Roth Conversion in retirement?
  • What Is the Aggregation Rule?
  • What is a Fiver Year Rule?
  • What is a Backdoor Conversion?
  • Can you convert your RMD (Required Minimum distribution) to a Roth?
  • How to  pay taxes on Conversion
  • What is an in-kind Conversion?
  • What to consider before starting Roth Conversions?

If you have a question you’d like us to answer, please email it to us at