Is it Time to Convert my Traditional IRA Into a Roth?

A listener reaches out to Paul with a pretty common and important question: Is it time to convert my traditional IRA into a Roth IRA? While this is a common question, it doesn’t have a simple, cookie-cutter answer. Listen along while Paul walks through some of the details of this listener's specific situation and shares what you need to consider before you start trying to do Roth conversions. Later in the episode, Paul revisits how the rising cost of homeowners’ insurance has some homeowners dropping their coverage and why homeowners’ insurance is foundational to your financial plan.

 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.