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Ready For Retirement — The Roth Conversion Sweet Spot: Maximize Retirement Savings (And Avoid Costly Mistakes)
Not scored yet24m·2024-07-09·Money

The Roth Conversion Sweet Spot: Maximize Retirement Savings (And Avoid Costly Mistakes)

Ready For Retirement · 223

Listener Nael opens up a discussion about Roth conversions. There are benefits to doing Roth conversions, but can you do too many? Are there any downsides to Roth conversions? Reaping the tax benefits from Roth conversions requires hitting a specific sweet spot. If you convert too little or too much, you’ll be leaving…

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