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Roth Conversion Q&A Part 1
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Fresh Perspective Planning
Fresh Perspective Planning Podcast is about taking a fresh new look at common Financial Planning Topics and simplifying them. With over 40 years of combined experience in the financial planning industry, Mike & Rich are looking forward to simplifying and clarifying various retirement and financial planning topics.
Roth Conversion Q&A Part 1
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?
If you have a question you’d like us to answer, please email it to us at Info@milestoneamg.com or from our website milestoneamg.com
July 22, 2021
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