6 Cases When a Roth IRA Conversion Isn't a Smart Move

A Barron's piece from Jonathan Shenkman shares 6 reasons to think twice before you convert a Roth IRA. I agree with some of them - but strongly disagree with others because they apply to Super Savers - listeners of this show - differently.

We will go through all six with my additions for a Super Saver like you.

Then we answer a listener question from a 62 year old who is about to retire and wants to bridge the gap until he begins pulling in Social Security at age 70.

And you know we have a great Retire To Something segment to wrap up the show. Enjoy!

Resource: Barron's article by Jonathan I. Shenkman: "6 Cases When a Roth IRA Conversion Isn't a Smart Move"

 

Connect with Benjamin Brandt:

• Subscribe to the This Week in Retirement: http://thisweekinretirement.com
• Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com
• Work with Benjamin: https://retirementstartstoday.com/start

Get the book!Retirement Starts Today: Your Non-financial Guide to an Even Better Retirement

Follow Retirement Starts Today in:Apple Podcasts, Spotify, Overcast, Pocket Casts, Amazon Music, or iHeart