Roth IRAs and Roth Conversions: What You Need to Know

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Get To It With Grace

Grace Speckman, CFP® | Evans May Wealth

21 episodes

6 days ago

Welcome to “Get to it with Grace”. I'm Grace Speckman, a financial advisor at Evans May Wealth in Carmel, Indiana. I understand firsthand how intimidating, confusing, and complicated investing can feel. In this series, I will break down current market activity, investment strategies, finance jargon... you name it!... in an easy to understand format. So, let’s get to it…

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Roth IRAs and Roth Conversions: What You Need to Know

Get To It With Grace

5 minutes 22 seconds

3 years ago

Roth IRAs and Roth Conversions: What You Need to Know

In my last episode, I hinted at one of my favorite ways to take advantage of tax-free growth for retirement. Enter the Roth IRA, and especially, IRA to Roth conversions. In this episode I’ll break down Roth IRAs, why I like them, and why you might want to consider an IRA to Roth conversion. Let’s get to it…