S2EP13: Transforming Finances: The Role of Roth Conversions After Divorce with Melissa Joy

Wealthy After Divorce

Are you curious about how your financial landscape changes after divorce? Join us as Co-Host Melissa Fradenburg and Pearl Planning founder, Melissa Joy, CFP®, CDFA® talk Roth conversions after divorce. In this episode, Melissa discusses how a move to a lower tax bracket following a divorce can open up opportunities for financial growth. Melissa shares her insights on how to maximize the financial benefits from spousal support payments and reduce tax liabilities. Tune in to learn about the resources and events that can aid you in crafting a long-term financial strategy tailored to your new reality.
Resources:

• Learn more about Pearl Planning.
• Connect with Melissa Joy, CFP®
• Replay for our Fall Economic Update and Investment Outlook.
• Listen to Year-End Planning with Alexa Kane.

Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.

Chapters

1. S2EP13: Transforming Finances: The Role of Roth Conversions After Divorce with Melissa Joy (00:00:00)

2. Roth Conversions for Divorcees (00:00:10)

3. Tax and Financial Planning for Divorcees (00:14:22)