Good Time to Do Roth Conversions?
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 23 June 2024
⏱️ 9 minutes
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Summary
Based on our age and where we are in life, is now a good time to start doing some Roth conversions?
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Transcript
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| 0:00.0 | This episode is brought to you by Shopify. |
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| 0:21.8 | or lowercase That Shopify. |
| 0:23.9 | Coe dek slash Special Offer. |
| 0:27.0 | Welcome to the Jill on Money Show. It's Sunday, June 23rd, and we are here answering your financial questions. |
| 0:37.0 | When you do contact us, when you come on the air, you'll notice that I just ask a ton of nosy questions. |
| 0:43.0 | Now part of that is that I am a naturally curious person. |
| 0:47.0 | You might even say somewhat of a voyeur. |
| 0:49.0 | The main reason is that without a full picture of who you are, what's going on in your life, |
| 0:55.0 | it's impossible to help guide you and that's really what our job is. |
| 1:00.0 | Mark and I are both certified financial planners. |
| 1:02.0 | We don't do it for a living. We do the show for a living. Mark and I are both certified financial planners. |
| 1:02.5 | We don't do it for a living. |
| 1:03.5 | We do the show for a living. |
| 1:04.8 | We have other things that we do. |
| 1:06.4 | But that means that we really need a holistic look |
... |
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