When and Why To Use Roth Conversions
In this episode of Thinking Solo, host Ryan Derousseau, CFP®, EA, explores the fundamentals of Roth conversions and how they may serve as a strategic tool for retirement planning. Understanding when and why to execute a Roth conversion can help self-employed individuals and business owners manage future tax liabilities and create long-term tax flexibility. By carefully evaluating current tax rates against potential future tax brackets, individuals can make informed decisions tailored to their unique financial goals.
In this episode:
• Understanding how Roth conversions function and how they…
The skinny
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