America's Wealth Management Show: Examining the Advantages and Disadvantages of Switching to a Roth IRA
Dean Barber and Bud Kasper always have a blast when they attend Ed Slott’s Elite IRA Advisor GroupSM workshops. At the workshop they attended in April in Baltimore, they reviewed several things to consider before doing Roth conversions. Dean and Bud are going to give a brief recap of what they discussed at the workshop as they go over pros and cons of converting to a Roth IRA on America’s Wealth Management Show. Timestamps: 00:00 - Introduction 02:10 - Dean & Bud's Top 3 Reasons to Convert (or Not) 08:04 - Ed Slott's Reasons to Convert (or Not) 20:44 - What We Learned in Today's Show More on this episode: See Our Calendar: Start Planning: Inherited IRA Rules: RMD Age in 2023: What's Your Required Beginning Date?: Podcasts with Ed Slott Creating a Tax-Free Retirement: Understanding the SECURE Act 2.0: How to Avoid the Biggest Tax Traps: Ed Slott In-Studio: Retirement Plan Checklist: Tax Reduction Strategies: Tax Rates Sunset in 2026 and Wh