PFR Nation,
It’s the most wonderful time of the year…
You guessed it…it’s ROTH CONVERSION time! 😊
In all seriousness, Happy Thanksgiving all of you! Wishing you a wonderful start to the holiday season.
Roth Conversions are a hot topic in our business at the end of the year, so I thought I’d do a video about some common tax traps every day retirees run in to as they are converting assets to Roth. I hope you find it useful!
Let me know if there are any other tax traps you can think of.
Also, drop a comment…do you plan to convert your IRA to Roth during your Roth Conversion window?! I would love to hear from you.
-Kevin
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This is for general education purposes only and should not be considered as tax, legal or investment advice.