1. How to Use Roth Conversions to Protect Your Spouse's Future James Conole, CFP® 22:18

In this episode of Ready for Retirement, James how to use Roth Conversions to protect your spouse's future.

Questions Answered: 

  • What are the best ways to implement Roth Conversions?
  • What are the best strategies to implement tax planning for your spouse?
  • How can your overall Retirement strategy be improved?

00:00 – Introduction 
1:45 – Roth Conversions
3:23 – When To Implement
6:52 – Income Assumptions
9:27 – Taxable Income
12:05 – Roth Conversion Planning
14:35 – Surviving Spouse Tax Planning
16:48 – Life Insurance Protection
19:21 – Analysis Assumptions
20:50 – Working With Us

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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.