How To Take Advantage of Roth Conversions

Roth Conversions can be a great strategy to allow for tax-free growth, but when is the best time to do it? Does it make sense for your individual situation?
Timestamps
00:00 - Introduction
1:00 - Ready for Retirement Podcast
2:08 - Podcast Listener Question
2:59 - Disclaimer! Everyone is Different
4:16 - Assumptions
5:10 - Tax-Free Growth
6:54 - Single v. Married Filing Jointly
8:47 - Investment Portfolio Strategy
10:46 - Tax Example
12:15 - Intentional Tax Planning
13:28 - What Amount Do We Want To Convert?
14:42 - Creating Income / Withdrawal Strategies
15:30 - Work With Us
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