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S7, Episode 19 - The BEST Time to Do Roth Conversions

July 29, 2022

There are many factors to consider when determining the best time to do Roth conversions. Whether you're considering a Roth conversion to meet your future financial goals or simply want to reduce some of your taxable income, here are new episodes that can help you make an informed decision.

In this Podcast, Dave talks about…

  • Why are Roth conversions an excellent thing to do?
  • When is the optimal time to do a Roth conversion?
  • Reasons you are probably not a good fit to convert the IRA money
  • Know more about cases based on the tax brackets
  • The difference between pre-tax and Roth
  • Why converting pre-tax 401K IRA dollars to Roth IRAs powerful?

Resources Mentioned:


What's My Number? - (612) 284-2409


The best time to do Roth Conversion

What is the super back door Roth Ira?

Should I Wait for a Dip?


For all the show notes, and more, check out the podcast website at


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