Avoid these Roth IRA Conversion Mistakes- Retirement Talk with Ruby🐶
We are back with another Retirement Talk with Ruby!
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Today we are discussing some key points from Tax and IRA Expert Ed Slott's article "Clarifying Some Roth Conversion Misconceptions." Some of the questions that Andrew and Ruby (our favorite French Bulldog) answer include:
🐶 Are there income limits on Roth Conversions?
🐶 Can you do Roth Conversions on your Inherited IRA?
🐶 Are there limits on how much you can convert?
🐶 RMDs and Roth Conversions
🐶 Roth Conversions and Medicare (IRMAA surcharges)
If you like this content, watch our latest interview with tax and IRA expert Ed Slott "How to Avoid the Retirement Savings Tax Time Bomb"
➡️ Ed Slott: • How to Protect Your Retirement from Taxes
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DISCLOSURE: Investment Advisory Services may be offered through Bayntree Wealth Advisors, a registered investment adviser. Bayntree does not provide specific legal or tax advice. Please consult with your tax advisor or legal professional for guidance with your individual situation.