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:

• Table of Contents

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  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 Info@milestoneamg.com