• Episode 29: The 5 Most Common ROTH Conversion Mistakes!

  • Jul 31 2024
  • Length: 13 mins
  • Podcast

Episode 29: The 5 Most Common ROTH Conversion Mistakes!

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  • Summary

  • Join hosts Chris Q and Stephanie Georgakopoulos on Cash Flow Hacks as they discuss the five most common Roth IRA conversion mistakes that could cost you thousands. Learn why timing is crucial in avoiding hefty tax bills, and discover the secrets behind their unique "Reduce and Recover" method that can help save your retirement savings. Find out about the drawbacks of paying taxes upfront and why waiting for a lower income year might not be the best strategy. They also explain how even illiquid assets like real estate can be converted to a Roth IRA. This episode is packed with insider tips and strategies and is a must-listen for anyone looking to maximize their retirement funds.

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