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Jill on Money with Jill Schlesinger

Roth Conversion Before End of Year?

Jill on Money with Jill Schlesinger

Audacy

Investing, Education, Business, Self-improvement

4.61.9K Ratings

🗓️ 20 December 2021

⏱️ 16 minutes

🧾️ Download transcript

Summary

With the clock ticking, should we try and do a Roth conversion before 2021 comes to a close?

Have a money question? Email us, ask jill [at] jill on money dot com.

Please leave us a rating or review in Apple Podcasts.

"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Transcript

Click on a timestamp to play from that location

0:00.0

Welcome to the Jill on Money Show.

0:05.8

It is Monday, December 20th.

0:09.3

And we are very excited because number one, Mark and I are not working this week.

0:14.4

And so we pre-recorded a whole bunch of episodes for the next two weeks.

0:18.8

I wonder, Mark, whether or not we're really going to get these two weeks.

0:22.8

We did it over the summer, right?

0:24.2

Did I have to do anything when we took the time off during the summer or not?

0:28.2

Yeah, we took three weeks off in the summer.

0:30.1

We kind of like that.

0:31.7

Oh, Mark says, as soon as January rolls around, he's looking forward to August.

0:36.4

Maybe we should take the month off.

0:38.6

I know.

0:39.2

Well, we can aspire to be edu-puyon, right?

0:42.3

It would be very good to be European in that respect.

0:45.7

Not so good if you're fighting the variance right now.

0:48.5

All right, this is the program that attempts to take the mystery out of your financial life.

0:53.8

And the way that we do that is we encourage you to check out our website, JillOnMoney.com.

1:00.5

And while you're there, you just click the contact button and then we will get your message.

1:05.0

So the reason why it's so cool that you're going to be on the website is you should do

1:08.6

a before and after.

1:09.6

So bookmark the website JillOnMoney.

1:12.5

I love the idea that we got a mark and I got a bill for the redesign of the website.

...

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