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Are You Timing Your Roth Conversions Right? | Avoid Common Roth Mistakes

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Manage episode 474661402 series 3561293
Content provided by Impact Partnership and Mike Douglas. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Mike Douglas or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Retirement planning can be a maze, and navigating Roth conversions is a crucial part of it. In this episode, Certified Financial Planner Mike Douglas dives into the complexities of Roth IRAs, discussing deadlines for contributions and conversions, and the impact on taxes, Social Security, and Medicare. Mike explains how to time your conversions to avoid pitfalls, especially for retirees who need to manage unpredictable expenses.

Schedule your complimentary appointment today: MichigansRetirementCoach.com

Follow us on social media: YouTube | Facebook | Instagram | LinkedIn

See omnystudio.com/listener for privacy information.

  continue reading

110 episodes

Artwork
iconShare
 
Manage episode 474661402 series 3561293
Content provided by Impact Partnership and Mike Douglas. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Mike Douglas or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Retirement planning can be a maze, and navigating Roth conversions is a crucial part of it. In this episode, Certified Financial Planner Mike Douglas dives into the complexities of Roth IRAs, discussing deadlines for contributions and conversions, and the impact on taxes, Social Security, and Medicare. Mike explains how to time your conversions to avoid pitfalls, especially for retirees who need to manage unpredictable expenses.

Schedule your complimentary appointment today: MichigansRetirementCoach.com

Follow us on social media: YouTube | Facebook | Instagram | LinkedIn

See omnystudio.com/listener for privacy information.

  continue reading

110 episodes

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