December 2022 Roth IRA Conversions During Periods of a Down Market and Inflation Episode 4

Go to https://paytaxeslater.com/webinars to register for Jim's FREE, LIVE webinar series on January 31st beginning at 11 AM Eastern.

In this 4th part of a 5 part Roth series from Jim Lange's December 2022 webinar, Jim discusses how to pay the taxes in a Roth Conversion, and the considerations. Will doing a Roth pass your "stomach" test? What is the best strategy for YOU when it comes to the Roth? What about going from a taxable to a tax-free environment? Jim offers some tips and strategies that he himself has used for himself and his family.

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00:00 Strategies for Paying The Taxes on a Roth IRA Conversion
02:43 Roth Conversion Considerations
05:19 Taxable to Tax-Free Strategies
10:22 Advanced Roth Strategies
13:18 Other Techniques to Convert After-Tax Dollars 
15:47 "Separating the Coffee from the Scream"

The methods illustrated on how some parts of Roth IRA work.

I like the fact that Jim presented his podcast in a slow understandable voice to explain things.