Skip to content
TrackPodcasts
businessAug 30, 202244:21pending

Is Now the Time for a Roth Conversion, or Wait Until Retirement? - 393

About this episode

Should you convert money from your pre-tax retirement accounts to Roth now, or wait until retirement, or until required minimum distributions kick in? Should a mid-30s couple do Roth Conversions or Backdoor Roth? Should a 93-year-old open his first ever Roth and start converting? What's a good retirement savings mix between pre-tax and post-tax? And the fellas do a worst-case scenario retirement spitball analysis. Show notes, free financial resources, Ask Joe & Big Al On Air: https://bit.ly/ymyw-393

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 episodes

Free 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.

Is Now the Time for a Roth Conversion, or Wait Until Retirement? - 393

Your Money, Your Wealth

0:00
44:21

More episodes

More from Your Money, Your Wealth

View all episodes →