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5 HUGE Roth Conversion Mistakes To Avoid

In this episode of The Roth Guy, Jude breaks down five crucial Roth conversion mistakes that could derail your retirement strategy. For example, many investors rush into conversions without considering the tax implications, often converting too much in a single year and inadvertently pushing themselves into a higher tax bracket. Jude explains how this mistake can trigger a "domino effect," leading to unexpected costs like increased Medicare premiums due to IRMAA surcharges.

THE PLAN WISE, RETIRE FREE PODCAST

with Jude Wilson, CWS®, MBA, BPC™

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