How to Use Roth Conversions to Protect Your Spouse's Future

In this episode of Ready for Retirement, James how to use Roth Conversions to protect your spouse's future.

Questions Answered: 

• What are the best ways to implement Roth Conversions?
• What are the best strategies to implement tax planning for your spouse?
• How can your overall retirement strategy be improved?

Timestamps:
00:00 - Introduction 
1:45 - Roth Conversions
3:23 - When To Implement
6:52 - Income Assumptions
9:27 - Taxable Income
12:05 - Roth Conversion Planning
14:35 - Surviving Spouse Tax Planning
16:48 - Life Insurance Protection
19:21 - Analysis Assumptions
20:50 - Working With Us

Check out all of our podcast episodes and more on our YouTube channel here!

LET'S CONNECT!

• Facebook
• LinkedIn
• Website

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Submit Your Question Here!

Create Your Custom Strategy ⬇️

Get Started Here.