Retirement Answer Man
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
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#499 - Should I Do a Roth Conversion?
Do you think the Roth conversion question is an essential part of retirement planning? If you do, you haven’t been paying attention to my podcasts! In this episode of the Retirement Answer Man show, we’ll work through how you can build a framework for deciding whether you should do Roth conversions. If you listened to the Roth conversion series you can’t miss this episode. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT [2:30] Books I read last month [5:12] Framework for building a Roth conversion [15:42] Considerations for making a Roth conversions [22:07] How to decide LISTENER QUESTIONS [27:21] Jeffrey appreciated the how of Roth conversions [28:05] A comment on the pro rata rule [29:15] On funding the years between retirement and pension [35:06] On HSA funding strategies in the final year of work BRING IT ON [38:41] On shifting your mindset [42:00] What thread are you carrying on? TODAY’S SMART SPRINT SEGMENT [42:35] Schedule a time to go through an OODA loop to decide on your Roth opportunity Resources Mentioned In This Episode BOOK - Seveneves by Neal Stephenson BOOK - Cryptonomicon by Neal Stephenson BOOK - Reamde by Neal Stephenson BOOK - All Quiet on the Western Front by Eric Maria Remarque BOOK - Dead Fall by Brad Thor Episode 495 - The Rules for Roth Contributions Rock Retirement Club Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center
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