Episode 102: When’s a Good Time for a Roth Conversion?

We cover one of David’s favorite topics while answering three questions from the mailbag today. From Roth conversions, investment choices, and pension decisions, we’ve got you covered when it comes to retirement planning.

 

Read more and get additional financial resources here: https://coveryourassetskc.com/episode-102-whens-a-good-time-for-a-roth-conversion/ 

 

What we discuss on this show:

0:58 - Happy Thanksgiving!

2:31 - Mailbag: Is it a bad idea to do a Roth conversion on a high income?

7:50 - What would be considered “high income”?

9:36 - Mailbag: What do you think about investments that require you to keep your money locked in?

13:13 - Mailbag: Should you take a monthly income or lump-sum for your pension?