Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Business:Investing
In this episode, Tyler Emrick CFA®, CFP® talks through the financial impacts of implementing a well-thought-out Roth conversion strategy. Hear how his clients overcame the emotional struggle of paying a large upfront tax bill to build wealth and provide better outcomes for themselves and their families.
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Here are some of the things we will discuss in this episode:
- How a Roth conversion can protect your spouse’s future. (3:28)
- How legacy planning and inheritances can benefit from a Roth conversion. (8:39)
- A recent scenario we worked through with a client when determining inheritance plans. (11:10)
- Some of the factors that go into determining whether a Roth is right for you. (14:46)
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