Is A Roth Conversion Worth It? (Case Study)

This episode breaks down the cost benefit analysis you must do before deciding a Roth conversion is right for you!

Mar 08, 2024

Transcript

In this episode, I will talk about the benefits and drawbacks of Roth conversions and walk through a scenario for you to see how a Roth conversion impacts taxes now and in the future.

Full disclosure, in this episode I breakdown a lot of numbers on screen, so it may be worth watching if you really want to see the tax benefit of a Roth conversion.

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Discussion about this podcast

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.

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