Is now the right time to do a Roth conversion? David talks about which questions to ask before making the move.
What we discuss on this episode:
1:53 - Am I too old for a Roth conversion?
3:52 - What’s my tax rate?
9:07 - When will I start to need money from my IRA?
11:07 - Do I have non-IRA money to pay the tax?
15:19 - Taxes are low now but 2025 is right around the corner.
Get additional financial resources here: https://www.coveryourassetskc.com/podcasts
