Tax Hikes Ahead: Should You Do A Roth Conversion To Lock In Rates? (EP.172) The Long Term Investor podcast

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Tax Hikes Ahead: Should You Do A Roth Conversion To Lock In Rates? (EP.172)

5d ago 9:34

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The Tax Cuts and Jobs Act is set to expire in 2026, which could mean higher taxes for many. This upcoming tax law change has many asking: Should I do Roth conversion NOW to lower my taxes?

Roth conversions can save you a lot of money—but you have to weigh multiple factors in a careful way. I’ll cover sample scenarios and careful considerations in today’s episode.

Listen now and learn:

Who benefits most from Roth conversions and why
How timing and your tax bracket can make or break a Roth conversion strategy
4 real-life examples of using Roth conversions to lower taxes
Why a calculated, strategic approach to Roth conversions is essential

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

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