Chisholm Financial Dispatch
From Discipline to Freedom
Is A Roth Conversion Worth It? (Case Study)
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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!
Transcript

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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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Chisholm Financial Dispatch
From Discipline to Freedom
Every week we discuss strategies to help you make sound financial decisions, achieve your financial goals, and work towards financial freedom. Hosted by Jenny Logan, Certified Financial Planner®, owner of Chisholm Financial Planning & Investments, and writer of the Chisholm Financial Dispatch.