1. How Do Roth Conversions Impact Inheritance/Legacy? James Conole, CFP® 29:21

In this episode of Ready for Retirement, James discusses how Roth Conversions impact inheritance, specifically legacy planning.

Questions Answered: 

  • How can Roth Conversions be best implemented for legacy planning?
  • What are the important strategies to be aware of when implementing Roth Conversions?
  • How can Roth Conversions impact planning for inheritance?

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James Conole CFP®, Podcaster

James Conole is the founder of Root Financial and the host of the Ready For Retirement podcast and YouTube channel.