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Retire With Integrity Podcast with Brian Bowen

Aug 5, 2021

What does Brian think about Roth conversions? A Marketwatch columnist recently stated that the benefits of a Roth are relatively small and take a long time to pay off. Should you actually do a Roth conversion?


Read more and get additional financial resources here: 


What we discuss on this episode:

0:23 - Is the financial benefit for a Roth relatively small?

2:38 - Brian shares a client example considering a Roth conversion.

5:22 - Are you assuming taxes will go down?  

7:22 - Most people are not converting for 20 years.

9:02 - Tax planning is about opportunity.