Roth IRA Conversion Question

Paul gets a question from an investor about converting a Traditional IRA to a Roth IRA. Paul explains what these investment vehicles are, the benefits of each kind, and some of the complications and misconceptions of trying to get as much tax-free money as possible in retirement. Listen along if you’ve ever been interested in investing in IRAs or converting your IRA to a Roth. Understand why a conversation with your advisor will help you know if a conversion would help you in the long term. Later in the episode, Paul answers a few questions from the estate planning workshop from last week. 

 

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