In this episode, hosts Dustin Taylor and certified financial planner Alex Wolfe tackle the question: “When should I do a Roth conversion?”
Dustin and Alex explore the ins and outs of Roth conversions, explaining the process of shifting pre-tax dollars into a Roth IRA and paying taxes on the converted amount. The focus of the episode is on four critical reasons why you might want to reconsider a Roth conversion. They discuss scenarios such as anticipating lower future tax brackets, considering required minimum distributions, charitable giving plans, and health-related concerns.
The hosts provide real-life examples and emphasize the importance of consulting with financial professionals for personalized advice. The episode concludes with a summary of key points and an invitation for listeners to share their questions and reviews.
Send your questions to question@basewealthmanagement.com.
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As a Base Wealth Management client, you should receive your paper tax documents via mail in the coming weeks. Or, if you previously had an online account with Pershing’s NetX360, you should be able to access your 2022 tax documents through that portal.
If not, or if you experience any issues, please reach out to Tim O’Brien (tim.obrien@intervestintl.com).
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-The Base Wealth Team