Skip to content
TrackPodcasts
businessJun 10, 202511:51pending

Reasons to Consider an IRA-to-Roth Conversion

About this episode

You may have heard your 401(k) or IRA referred to as “A Tax Time Bomb.” We found one 90-year-old who is experiencing it and we discuss ways to avoid it.

Like this episode?  Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!

See omnystudio.com/listener for privacy information.

Get every episode summarized

Each time Retirement Coffee Talk 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.

Reasons to Consider an IRA-to-Roth Conversion

Retirement Coffee Talk

0:00
11:51

More episodes

More from Retirement Coffee Talk

View all episodes →