Chisholm Journal: Simplicity & Smart Money
Financial Discipline to Freedom
From Discipline to Freedom: Roth Conversions Part II
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From Discipline to Freedom: Roth Conversions Part II

When is a Roth conversion worth it?

This week's episode will pick up from last week's topic: Roth Conversions.

I will quickly review the differences in Roth versus Traditional retirement savings and explain what a Roth conversion is and it the benefit it brings to your retirement.

Then we will talk about when you should think about utilizing this strategy. Because Roth conversions can cost you money in taxes today, you want to be strategic about when you implement this financial tactic.

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Discussion about this podcast

Chisholm Journal: Simplicity & Smart Money
Financial Discipline to Freedom
I’m Jenny Logan, Certified Financial Planner™, rural living evangelist, gentlewoman farmer, and business owner. This podcast focuses on the journey to financial freedom, self-sufficiency, and a life of purpose and meaning. We talk big picture about the purpose of financial freedom, but also share some straightforward strategies that, with a little discipline, anyone can implement to work towards financial success.