3 (More) Reasons NOT to Do Roth Conversions

Stay Wealthy Retirement Podcast

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1y ago 19:45

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Last year, I published an episode titled, 5 Reasons Not to Do a Roth Conversion.

The 5 reasons shared were:

1️⃣ - Shadow taxes

2️⃣ - No undo button

3️⃣ - Lack of cash flow to pay the tax bill

4️⃣ - You just don’t want to :)

5️⃣ - Future charitable giving goals

Today I'm sharing three (more) reasons not to convert + why it might be ok to leave money in your pre-tax IRA.

Roth conversions can be a wildly beneficial tax planning move for the right person...

...but they aren't a "no-brainer" for everyone.

If you want to learn more about situations when converting money to a Roth IRA does NOT make sense, today's episode is for you.

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