In this conversation, the hosts discuss the topic of Roth conversions and when it might make sense to do them. They explain the difference between contributions and conversions, as well as the tax liabilities involved. They also discuss the process of rolling over a 401k into an IRA before doing a Roth conversion. The conversation then shifts to the different retirement account options, such as IRAs and 401ks, and the income limitations for Roth contributions. They conclude by offering a complimentary financial review for listeners. In this conversation, the hosts discuss the various events and educational talks offered by Absolute Wealth Management.
Reach out to Will and Osama at 877-524-2677 or
https://absolutewealthmanagementllc.com/