The Power of Roth Conversions

Tune in to 'Keep It Simple' with host Adam Morris, Janet Griffith, and Joey Badinger from Asset Builder to explore the intricacies and advantages of Roth conversions today!

 

The discussion covers the fundamentals of what a Roth conversion is, the benefits, including tax optimization and managing required minimum distributions (RMDs), and its strategic advantages in certain market conditions. The team also challenges common myths about Roth conversions and emphasizes the importance of planning and asset location. They provide actionable insights for both novice and experienced investors, underscoring the significance of financial planning in securing a tax-efficient future.

 

01:07 Demystifying Roth Conversions: What You Need to Know

03:45 Roth IRA Basics: Understanding the Fundamentals

09:13 The Advantages of Roth Conversions for Future Planning

11:59 Inherited IRAs and the Impact of Recent Legislation

16:57 Maximizing Lifetime Wealth Through Strategic Tax Planning

18:32 Leveraging Roth Conversions in a Down Market

22:54 Exploring Asset Location in Investment Strategies

27:03 Debunking Myths Around Roth Conversions

29:17 Optimizing Roth Conversions for Different Tax Brackets

36:02 Strategic Planning: Roth Accounts and Estate Planning

40:22 Investment Wisdom and Financial Literacy Evolution

 

👉 Connect with Team at Asset Builder: https://assetbuilder.com/.