7 Roth Conversion Strategies - 263

Your Money, Your Wealth

Realestate, Income, Investing, Personalfinance, 401k, Rothconversion, Retirement, Education, Taxes, Socialsecurity, Personalfinances, Finance, Retirementplanning, Investments, Stocks, Business, Roth, Fiduciary, Ira

2.3 • 681 Ratings

🗓️ 3 March 2020

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

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Summary

When to do a Roth IRA conversion, the pro-rata and aggregation rules, spousal conversions, Roth contributions and more. Send in money questions, read the transcript & access free financial resources: http://bit.ly/YMYW-263

Transcript

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0:00.0	Today on Your Money, Your Wealth, Wall-to-Wall Roth Talk.
0:04.3	When it makes sense to convert, the mega backdoor Roth conversion strategy,
0:08.2	the pro rata and aggregation rules, Roth contributions,
0:11.3	and plenty of giggling and nonsense in between and in the derails.
0:15.2	I'm producer Andy Last, and here are the hosts of Your Money, Your Wealth,
0:19.3	Joe Anderson, CFP, and Big Out Quopline, CPA.
0:23.5	John from Washington State.
0:25.6	He goes, hey, guys, enjoy the podcast while I walk my dog.
0:29.8	All right.
0:30.7	What kind of dog, I wonder, he's got.
0:33.2	Man, first you want to know where people are, and then you want to know what their dog is.
0:36.6	Well, I want to know what they're doing while they're listening to this.
0:38.7	Well, he's walking his dog.
0:40.2	What's the dog's name?
0:41.4	Yeah.
0:42.1	I mean, is it a big dog?
0:44.4	Is he going to a dog park or is it just like in the morning?
0:47.4	Is it, you know, I don't know.
0:48.7	I'd just like to get in the listeners' mind.
0:51.6	Got it. They're getting into our minds. I would like to get into theirs.
0:56.5	Okay. Can I convert funds from my rollover IRA to my wife's Roth IRA? I've always converted to my own Roth, but never hers. What do you think? Oh, John, your sweetheart. Yeah. I'm thinking about the little honey on his walk with the dog.
1:11.8	Right.
	...

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