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 Info@milestoneamg.com