December 2022 Roth IRA Conversions During Periods of a Down Market and Inflation Episode 4 Artwork

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December 2022 Roth IRA Conversions During Periods of a Down Market and Inflation Episode 4

January 17, 2023 • James Lange

Go to https://paytaxeslater.com/webinars to register for Jim's FREE, LIVE webinar series on January 31st beginning at 11 AM Eastern.

In this 4th part of a 5 part Roth series from Jim Lange's December 2022 webinar, Jim discusses how to pay the taxes in a Roth Conversion, and the considerations. Will doing a Roth pass your "stomach" test? What is the best strategy for YOU when it comes to the Roth? What about going from a taxable to a tax-free environment? Jim offers some tips and strategies that he himself has used for himself and his family.

If you like what you've heard and you want to meet with Jim go to https://paytaxeslater.com/contact-us to contact our offices you can also call us at (412) 521-2732 or (800) 387-1129

00:00 Strategies for Paying The Taxes on a Roth IRA Conversion
02:43 Roth Conversion Considerations
05:19 Taxable to Tax-Free Strategies
10:22 Advanced Roth Strategies
13:18 Other Techniques to Convert After-Tax Dollars
15:47 "Separating the Coffee from the Scream"