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Jill on Money with Jill Schlesinger

Should I Do a Roth Conversion?

Jill on Money with Jill Schlesinger

Audacy

Education, Investing, Business, Self-improvement

4.61.9K Ratings

🗓️ 14 March 2024

⏱️ 11 minutes

🧾️ Download transcript

Summary

If I don't have cash to pay the taxes on a Roth conversion, is it wise to use money in a brokerage account to pay the tax bill?

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"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 Thursday, March 14th. Happy anniversary. What anniversary

0:10.5

are you talking about, Jill? Oh, I'm talking about the anniversary of when we started making this a

0:18.0

daily podcast. It was March 14th of 2020, and the entire world was shutting down.

0:25.4

We were all freaking out, and this community really began in earnest. You know, back then,

0:31.9

we were responding to the glut of emails that were coming in, asking for advice, wondering about which new

0:39.7

program could be tapped, how do you actually make unemployment work for you? And of course,

0:45.5

navigating the crazy markets that were plummeting and then rising. And, you know, it was just a time,

0:52.4

gang. And sometimes I go back and think about that period.

0:56.3

And I am really filled with gratitude for everything that you all did, that you absolutely got on board with a daily podcast where we literally started reading emails.

1:09.0

And then we expanded and brought your voices on the air.

1:12.7

And it has just been an astonishing ride.

1:16.6

We have built this wonderful Jill on Money community and it expands into other areas,

1:23.4

whether that's video and other podcasts.

1:26.6

And it's just, it's been dynamic and it has been

1:30.0

enriching. And so thank all of you for participating in that ride. All right. Now, let's get to the

1:37.4

show, will you, Jill? Come on. All right. So today, we are going to do some emails, kind of in

1:44.0

honor of that anniversary date.

1:47.0

Remember, if you've got a question, all you need to do is go to the website.

1:50.3

Jillonmoney.com, click the contact us button.

1:53.6

Let us know if you'd like to come on the air while you're on the website.

1:56.7

Don't forget, you can buy the Great Money Reset.

1:58.9

It's out in paperback.

...

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