Latest / Something More with Chris Boyd
Are You a Roth Convert? Why Many Don't and When It May Make Sense
Should you convert to a Roth IRA, or is waiting the better move? In this episode of Something More with Chris Boyd, Chris and Russ Ball take on one of the most common questions in retirement planning and explore why so many investors hesitate when it comes to Roth conversions. Drawing from advanced IRA planning education and real conversations with clients, they break down the concerns that often stop people from taking action. Topics include the fear of paying taxes today, the possibility of higher Medicare premiums, and uncertainty about where future tax rates may be headed. Chris and Russ…
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