
How to Do a Roth Conversion and Pay Taxes On It - 282
About this episode
Do you have to transfer from a 401(k) to a traditional IRA before you do a Roth IRA conversion? Does the pro-rata rule apply? Also, the logistics of paying the tax on a Roth conversion. Plus, stimulus package updates around paycheck protection program loans, required minimum distributions and Coronavirus-related distributions from retirement accounts. Send in money questions, access the episode transcript and free financial resources, and sign up for a free tax reduction analysis: https://bit.ly/YMYW-282
Get every episode summarized
Each time Your Money, Your Wealth publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Your Money, Your Wealth

Can You Retire with $1M at 42? The Early Retirement Lie - 598
Your Money, Your Wealth

We Have $12 Million. Should We Do Roth Conversions? - 597
Your Money, Your Wealth

4 Retirement Questions That Expose Real Money Risks - 596
Your Money, Your Wealth

When to Claim Social Security and Why Full Roth Conversion Might be a Mistake -...
Your Money, Your Wealth