Should You Convert Your Tax-Deferred Savings to a Roth?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 11 April 2025
⏱️ 46 minutes
🧾️ Download transcript
Summary
It’s important to weigh the pros and cons of converting your tax-deferred retirement savings to a Roth IRA by considering factors like tax implications, financial goals, and long-term benefits.
Today's Stocks & Topics: LLY - Eli Lilly & Co., Market Wrap, CVX - Chevron Corp., Should You Convert Your Tax-Deferred Savings to a Roth?, KPP Newsletter, Oil Stocks, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, The Role of the Dollar, Panic Sell, DRD - DRDGOLD Ltd. ADR, IAG - IAMGOLD Corp., VZ - Verizon Communications Inc., T - AT&T Inc., Tariffs and Cars.
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, |
| 0:11.0 | this is InvestTalk, independent thinking, shared success. |
| 0:17.7 | Invest talk is made possible by KPP Financial, a registered investment advisor firm, serving |
| 0:24.4 | clients throughout the United States. |
| 0:27.3 | Here is KPP Financial portfolio manager, Luke Guerrero. |
| 0:34.7 | Good afternoon, fellow investors, and welcome back to InvestTalk. |
| 0:38.3 | I'm Luke Guerrero. |
| 0:39.3 | Today is Friday, April 11, 2025. |
| 0:44.3 | And a round of applause and congratulations to everybody we finally made it through this week |
| 0:51.3 | that has seemed as though it has been a year. |
| 0:55.0 | What an eventful week. |
| 0:57.0 | And through it all, we've been here, trying to help educate you on what's going on, |
| 1:02.0 | trying to help you prepare your portfolios like we do every day because that is our goal |
| 1:08.0 | to help make you a better and more informed investor. |
| 1:12.8 | And that goal has never been more important than weeks like this week, then days like today, |
| 1:19.1 | then years like 2025. |
| 1:24.1 | Investing in bull markets is easy. Investing in volatile markets is harder. |
| 1:30.3 | And so now is not the time to lose focus. |
| 1:33.3 | And so today, we will, as we always do, bring you educational items, |
| 1:38.3 | some actionable items, a discussion on various retirement accounts. |
| 1:42.3 | But more importantly, most importantly, we will be answering your finance and investment |
| 1:48.0 | questions, the ones you've left via voicemail over there on our YouTube. |
... |
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