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In this episode, Mike & Rich are answering questions about Roth Conversion from listeners and clients. 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 Roth Conversion 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 Roth Conversion Aggregation Rule?
What is Roth Conversion Fiver Year Rule?
What is Roth Conversion Backdoor?
Can you convert your RMD (Required Minimum distribution) to a Roth?
How to pay taxes on Roth Conversion
What is an in-kind Roth Conversion?
What to consider before starting Roth Conversions?
What is Bitcoin and cryptocurrency, where did it come from, what it does, what are the risks, is it for real, should I invest?
Considering Roth conversions, but have questions? What is the best way to implement a Roth Conversion? How does that impact my social security?
When should you start claiming social security? Does it make sense to delay and do some tax planning? What social security strategy is right for you?