Latest / Winning at Life with Gregory Ricks
Episode 1373: Demystifying Roth Conversions: What You Need To Know | S1E22 Winning at Life
In this episode, Gregory Ricks explains what it means to move money from a traditional IRA or 401(k) into a Roth IRA, and why timing and strategy matter. Discover when conversions make the most sense, how to weigh current and future tax rates, and the potential risks—like higher tax brackets or Medicare premiums—that come with converting too much at once. Gregory also outlines the unique benefits of Roth accounts for you and your heirs, including tax-free growth and fewer required minimum distributions. Learn why Roth conversions work best as part of an ongoing tax, retirement, and estate…
The skinny
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