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Accessible Finance Episode 55: Why are Roth Conversions Useful, and How Can They Help You?

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Why are Roth conversions useful, and how can they help you?Roth conversions allow us to pull income forward into years where our marginal (and effective) tax...

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Equilibrium Financial Planning

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This week we dive into use cases and best practices surrounding Roth conversions, including exactly what we mean when we say marginal effective tax rates rather than marginal tax rates should be used in conversion analysis.

If you would like us to discuss your specific scenario without providing financial advice, feel free to write to us at podcast@equilibriumfp.com. We will anonymize your personal information. Thanks!

https://youtu.be/WMEjrdF2QPE?si=4vlE81Ub9KsjyEtw

https://podcasts.apple.com/us/podcast/accessible-finance-episode-55-why-are-roth-conversions/id1701283252?i=1000672056392

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