Roth Conversions: Living Tax-Free During Retirement

Aug 12, 2019 – On this edition of Lifetime Income, Jim Puplava and Chris Preitauer respond to listener feedback asking about Roth conversions. Conversions can be complex. The money has to be kept in the Roth for a certain number of years to qualify as tax-free. How do contributions to a 401(k) plan relate to the Roth IRA? What is a Roth tax window? What about tax brackets? All of this and more is covered on this edition of Lifetime Income.

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