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Keep it Simple
assetbuilder
100 episodes
4 days ago
Investing can be complicated. We make it simple.
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Investing
Business
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All content for Keep it Simple is the property of assetbuilder and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Investing can be complicated. We make it simple.
Show more...
Investing
Business
https://is1-ssl.mzstatic.com/image/thumb/Podcasts125/v4/a9/a9/60/a9a96059-64ab-72eb-9c9d-16c8844130ff/mza_13627185311172101695.jpg/600x600bb.jpg
The Power of Roth Conversions
Keep it Simple
45 minutes 24 seconds
1 year ago
The Power of Roth Conversions
Tune in to 'Keep It Simple' with host Adam Morris, Janet Griffith, and Joey Badinger from Asset Builder to explore the intricacies and advantages of Roth conversions today!   The discussion covers the fundamentals of what a Roth conversion is, the benefits, including tax optimization and managing required minimum distributions (RMDs), and its strategic advantages in certain market conditions. The team also challenges common myths about Roth conversions and emphasizes the importance of planning and asset location. They provide actionable insights for both novice and experienced investors, underscoring the significance of financial planning in securing a tax-efficient future.   01:07 Demystifying Roth Conversions: What You Need to Know 03:45 Roth IRA Basics: Understanding the Fundamentals 09:13 The Advantages of Roth Conversions for Future Planning 11:59 Inherited IRAs and the Impact of Recent Legislation 16:57 Maximizing Lifetime Wealth Through Strategic Tax Planning 18:32 Leveraging Roth Conversions in a Down Market 22:54 Exploring Asset Location in Investment Strategies 27:03 Debunking Myths Around Roth Conversions 29:17 Optimizing Roth Conversions for Different Tax Brackets 36:02 Strategic Planning: Roth Accounts and Estate Planning 40:22 Investment Wisdom and Financial Literacy Evolution   👉 Connect with Team at Asset Builder: https://assetbuilder.com/.    
Keep it Simple
Investing can be complicated. We make it simple.