Go offline with the Player FM app!
Roth Conversions: A Strategic Approach to Handling Tax Rate Risk in Retirement
Manage episode 388251877 series 2993685
In this episode of RRS, host Dave Hall and guest Brian Britt dive into the topic of tax rate risks in retirement, with a focus on Roth conversions and accounts. They discuss the history and purpose of Roth accounts, the potential impact of tax rate changes, and the considerations for deciding whether to do a Roth conversion. They emphasize the importance of planning for potential tax increases in the future and navigating the theoretical nature of financial planning. Join them as they provide insights and strategies to help listeners prepare for the uncertainties of retirement and maximize their financial preparedness.
Follow us on Instagram: @retirementriskadvisors
Like us on Facebook: Retirement Risk Advisors
127 episodes
Manage episode 388251877 series 2993685
In this episode of RRS, host Dave Hall and guest Brian Britt dive into the topic of tax rate risks in retirement, with a focus on Roth conversions and accounts. They discuss the history and purpose of Roth accounts, the potential impact of tax rate changes, and the considerations for deciding whether to do a Roth conversion. They emphasize the importance of planning for potential tax increases in the future and navigating the theoretical nature of financial planning. Join them as they provide insights and strategies to help listeners prepare for the uncertainties of retirement and maximize their financial preparedness.
Follow us on Instagram: @retirementriskadvisors
Like us on Facebook: Retirement Risk Advisors
127 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.