December 2022 Roth IRA Conversions During Periods of a Down Market and Inflation Episode 3 Artwork

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December 2022 Roth IRA Conversions During Periods of a Down Market and Inflation Episode 3

January 10, 2023 • James Lange

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In this third video in this Roth series, Jim Lange discusses the advanced concepts of making Roth IRA Conversions while also answering questions from the live room. If you've heard enough over the last few videos and want to know more and work with Jim, he discusses that as well! Go to https://paytaxeslater.com/contact-us to find out how to reach our offices.

00:00 - Power of a Series of Conversions/Should You Convert?
00:58 - Inflation and Roth IRA Conversions
03:25 - Schedule a Retire Secure Consultation Today!
07:38 - Questions from the Live Room 1 - 'For the disabled beneficiary exemption to the SECURE Act 10-year stretch, what specifically needs to be done by a client to quality their disabled child ahead of time? Is receiving SSDI sufficient?'
12:53 - Questions from the Live Room 2 - 'I understand this is a challenge to predict, but what future decisions by Congress could make it disadvantageous to make a Roth IRA Conversion?'
16:51 - Questions from the Live Room 3 - 'Going back to the market timing thought, do you recommend waiting to do Roth Conversions until later in the year if you are awaiting a potential bearer market?'
20:02 - Advanced Concepts in a Roth IRA Conversion