- 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.
- 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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