Episode 153 of our Retire With Style podcast is out now! In this episode of 'Retire with Style', Alex, and I are joined by Rob Cordeau to discuss the complexities and strategies surrounding Roth conversions. We emphasize the importance of long-term tax planning and the various factors that influence the decision to convert traditional IRAs to Roth IRAs.
We explore the perspectives of financial advisors versus accountants, the timing of conversions, and the emotional aspects of financial planning. Our conversation also touches on the implications of national debt and future tax rates, providing insights into how clients can navigate these decisions effectively. Listen now to learn more!
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