John talks with his fellow financial advisor and WorthPointe coworker Matt Addington in the Dallas TX office about how to decide whether a Roth Conversion is an effective strategy in your retirement plan.

During the episode, John and Matt first share some insight into what exactly a Roth Conversion is, and how it's different from things like a Roth IRA contribution.

Matt also talks about weighing the risks and opportunities of paying taxes now vs. sometime in the future when tax rates could have changed.

*Be sure to incorporate your tax advisor in this conversation since this is just education and not tax advice*

John talks with his fellow financial advisor and WorthPointe coworker Matt Addington in the Dallas TX office about how to decide whether a Roth Conversion is an effective strategy in your retirement plan.
During the episode, John and Matt first share some insight into what exactly a Roth Conversion is, and how it's different from things like a Roth IRA contribution.
Matt also talks about weighing the risks and opportunities of paying taxes now vs. sometime in the future when tax rates could have changed.
*Be sure to incorporate your tax advisor in this conversation since this is just education and not tax advice*

The John Chapman Show is your source for retirement strategies to help you better manage your time and money. Pre-retirees face some major headwinds: ultra low interest rates, high stock valuations, increasing healthcare costs and longevity, and the ever changing tax and estate laws. If you're planning to retire within the next 10 years, are you on track to attain financial independence? Host, John Chapman, is a CFP® and Partner at WorthPointe, a boutique wealth management firm helping clients get the most from life with the money they do have. For more information, you can check out www.thejohnchapmanshow.com. 

The John Chapman Show is your source for retirement strategies to help you better manage your time and money. Pre-retirees face some major headwinds: ultra low interest rates, high stock valuations, increasing healthcare costs and longevity, and the ever changing tax and estate laws. If you're planning to retire within the next 10 years, are you on track to attain financial independence? Host, John Chapman, is a CFP&reg; and Partner at WorthPointe, a boutique wealth management firm helping clients get the most from life with the money they do have. For more information, you can check out <a href="http://www.thejohnchapmanshow.com">www.thejohnchapmanshow.com</a>.&nbsp;

The John Chapman Show Podcast

Planning to retire in the next 5-10 years? Want to ensure you are retirement ready? 

The John Chapman Show is your source for retirement strategies to help you better manage your investing, tax, insurance and estate planning.  

Pre-retirees biggest risks lie in not just investing the wealth they’ve built, but also in maintaining an up to date and secure financial plan as life changes. 

As you make the final push in your working career, be sure to stay on track with your financial plan so that ultimately you get the MOST from life with the money you do have. 

Host, John Chapman, is a CFP® and Partner at WorthPointe, a boutique wealth management firm helping clients gain financial peace of mind.

Planning to retire in the next 5-10 years? Want to ensure you are retirement ready?&nbsp;
The John Chapman Show is your source for retirement strategies to help you better manage your investing, tax, insurance and estate planning.&nbsp;&nbsp;
Pre-retirees biggest risks lie in not just investing the wealth they&rsquo;ve built, but also in maintaining an up to date and secure financial plan as life changes.&nbsp;
As you make the final push in your working career, be sure to stay on track with your financial plan so that ultimately you get the MOST from life with the money you do have.&nbsp;
Host, John Chapman, is a CFP&reg; and Partner at WorthPointe, a boutique wealth management firm helping clients gain financial peace of mind.

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