Ready For Retirement
Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will help you achieve your retirement goals. When it comes to retirement planning, it can quickly become overwhelming and easy to not take action. I designed this podcast because I want you to have the knowledge and confidence to create your secure retirement. My ultimate goal for all of my clients (and listeners) is to create peace of mind and that starts with having a strategy. I want you to spend more time thinking about what matters most to you in retirement. I post weekly episodes to keep you up-to-date on all the best tips and strategies to create a retirement that excites you. Everything from investing tips, tax planning, withdrawal strategies, insurance planning, Social Security, and that's just the start! Let's help you maximize your return on life. We use your money and the strategies I share in this podcast to do just that!
Ready For Retirement
How to Use Roth Conversions to Protect Your Spouse's Future
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James Conole, CFP®
•
Episode 147
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
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