Roth Conversion Strategy
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 17 January 2024
⏱️ 15 minutes
🧾️ Download transcript
Summary
With several years to go before required minimum distributions kick in, I'm trying to decide on the best path forward regarding potential Roth conversions.
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Transcript
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| 0:00.0 | Welcome to the Jill on Money Show. |
| 0:05.7 | It is Wednesday, January 17th, and we are here trying to help you make better financial decisions. |
| 0:12.1 | Still early in the year, gang. |
| 0:13.9 | This could be a perfect time for you to give us a holler, maybe come on the program with us and tell us what it is in your life or your financial life |
| 0:22.7 | that needs a little attention. Sometimes people come on the show and they ask a very specific |
| 0:28.8 | question. You know, they'll say like, for example, oh, I don't know about my allocation. And we have |
| 0:33.7 | a whole conversation with you and we uncover something actually much more important |
| 0:38.2 | than the allocation question. |
| 0:40.1 | Sometimes it's a Roth or a conversion question. |
| 0:42.8 | Sometimes it's a question about insurance. |
| 0:46.1 | Whatever it is that you think is going on, it's so great if you just let us know or come |
| 0:52.3 | on the air with us and we can talk about what's happening |
| 0:54.9 | and maybe uncover other issues or maybe we're just going to tell you, yeah, you're totally |
| 1:00.0 | on track to reach the goal that you have established or maybe it's time for you to slow down |
| 1:05.5 | on some of that spending so you can reach that goal. |
| 1:08.2 | I try not to be a finger wagger. |
| 1:09.9 | That's one of the things I've always not liked about people who do this kind of work. |
| 1:15.1 | I don't want to make you feel bad about where you are. |
| 1:17.2 | I want you to feel good about where you are today and how you can make proactive changes going forward. |
| 1:23.1 | If you would like to join us, just go to our website, jillunmoney.com. |
| 1:29.3 | Click the contact us button and write us a note now you can write us a note we know we do emails from time to time i like |
| 1:34.3 | to make sure i pay attention to the shy people but there's also a box it says would you come on the air |
... |
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