My Money Is SafeMy Money Is Safe

Roth IRA Opportunity

View descriptionShare

Is now the best time to convert your IRA to a Roth? In this episode of My Money Is Safe with Greg Elie, hosts Greg Elie and Patti Jaynes break down a time-sensitive Roth conversion strategy that may allow retirees and high-income earners to move qualified money into tax-free accounts while potentially offsetting the tax bill. Greg explains why the years ahead could represent a limited planning window, how updated Roth contribution and catch-up rules come into play, and why market highs may present an ideal moment to rebalance and reallocate. From inflation concerns and income planning to Roth conversions and tax-free retirement buckets, this episode delivers practical insights for those who want to reduce future tax exposure and create more predictable, long-term income. To learn how these strategies may apply to your situation, visit mymoneyisafe.com or call the Prosperity Group at 800-808-5514 to schedule a conversation with the team.

  • Facebook
  • X (Twitter)
  • WhatsApp
  • Email
  • Download

In 1 playlist(s)

My Money Is Safe

Greg Elie has been serving clients and retiree’s since 1990. He is licensed in life and health insur 
Social links
Follow podcast
Recent clips
Browse 335 clip(s)