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Jill on Money with Jill Schlesinger

Roth Conversions and Pro-Rata Rule

Jill on Money with Jill Schlesinger

Audacy

Investing, Self-improvement, Education, Business

4.61.9K Ratings

🗓️ 27 August 2023

⏱️ 8 minutes

🧾️ Download transcript

Summary

What’s the best way to make a Roth conversion as clean and seamless as possible?

Have a money question? Email us here

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YouTube: @jillonmoney

Instagram: @jillonmoney

Twitter: @jillonmoney

"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, it's Sunday, August 27th, and we are here still answering

0:08.6

your financial questions, even though it is late in August, Mark and I are both on vacation,

0:13.8

we killed ourselves to get the pipeline filled with enough content to satisfy you while

0:18.0

we were off.

0:19.0

I could have just run old shows, maybe I should have, but no, we don't roll that way.

0:22.7

Instead, we use all of our time wisely and put together a bunch of shows for you while

0:28.8

we're both out.

0:29.9

If you have financial questions that are bubbling up while you're taking a long walk on the

0:34.3

beach or a hike in the mountains or whatever you're doing late in August, all you need

0:38.0

to do is go to our website JillOnMoney.com, JillOnMoney.com, click the contact us button,

0:44.0

let us know if you'd be willing to come on the air.

0:46.4

Now on the website, you'll also see that we've got this great new subscription service called

0:51.2

JillOnMoney Live.

0:52.2

I've been trying to plug this, but we're getting such great response and so many people signing

0:56.4

up and this is when you have access to quarterly live webinars and we started with Ed Slot and

1:01.8

then we had Dave Stahoviyak, we have interviews with Gina Smilak from The New York Times,

1:06.8

we have Mike Quincy, the guy from Consumer Reports who took us through the whole car buying

1:11.2

adventure.

1:12.2

We also have new videos up with Chris Gillebo, he is the guy who had the $100 startup book

1:18.6

that was a huge bestseller, he had side hustle, his new book is called Gonzo Capitalism and

1:24.4

Security Expert, Cybersecurity Expert, Adam Levin is also up on the website behind the

1:29.9

paywall.

...

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