Roth Conversion Strategy

Jill on Money with Jill Schlesinger

Audacy

Education, Investing, Business, Self-improvement

4.6 • 1.9K Ratings

🗓️ 19 December 2025

⏱️ 21 minutes

🔗️ Recording | iTunes | RSS

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Summary

Should I convert my traditional IRA to a Roth by maxing out our current tax bracket, or the next bracket, prior to required minimum distributions?

Transcript

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0:00.0	Welcome to the Jill on Money Show. It's Friday, December 19th. Ooh, heading into the weekend before
0:10.2	Christmas. A lot of people are going to be very busy. If you're listening to this and you're running
0:15.0	around town, doing all your errands, thank you for joining us. We love everybody who's telling us about what's going on in their
0:22.7	financial lives. And if you need some help or you feel like you've heard something on the
0:28.2	program that kind of jarge something for you, get in touch with us. Go to gillonmoney.com.
0:33.9	That's our website that Mark manages and click on the contact us button. When you do that,
0:40.4	a formal pop up, that's the email that we receive. Now, of course, we love your emails,
0:45.5	but I really do enjoy talking to you live. I love the follow-up questions. I like hearing what's
0:52.1	going on in your voice. It's really, it's just a pleasure for me. I think we have a more, like a more robust conversation when I have you on the air with us. So if you want to come on the air, check the box. Mark will get in touch with you. We'll set it all up. And while you're on the website, don't forget, there's all sorts of stuff there. There is our subscription service.
1:11.9	It's called Jill on Money Live. That is where for 45 bucks for the next 12 months,
1:18.1	Mark's not even going to raise the fee for next year, you will have access to quarterly live
1:22.0	webinars, the entire back catalog of those webinars, as well as bonus audio and video content. Hey, Mark,
1:28.8	when can I make the announcement about the changes to Jill on Money Live? You are free to do that now.
1:34.6	Okay. Mark had this idea that there are some people who just want to kind of dunk in for one
1:42.6	webinar at a time. Like they might say, oh, I really want to just buy this one webinar.
1:48.2	And Mark, can you do it in the aftermath also, that one webinar or is it ahead of time?
1:53.2	Like, how do people do that?
1:55.3	So say a webinar is on Wednesday, you know, come Wednesday night or Thursday, it'll be available.
2:02.4	Okay.
2:03.0	So, and so you can join it, can you join it live or do you have to, can you only watch it in retrospect?
2:09.3	No, you will purchase it after the fact.
2:11.1	Okay.
	...

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