Choosefi | Financial Independence Podcast For The Stealth Wealth Community

Are Roth Conversions Necessary? | Cody Garrett and Sean Mullaney | Ep 581

Informações:

Sinopsis

Brad hosts Sean Mullaney and Cody Garrett to dive deep into the topic of taxable Roth conversions, including key distinctions between various Roth strategies. The discussion emphasizes the strategic nature of these conversions during retirement, common misconceptions, and the importance of prioritizing personal financial success over societal pressures. Listeners will gain practical insights into tax management and gain clarity on when and if to pursue Roth conversions in their financial plans. Disclaimer: Sean's discussions on the ChooseFI podcast and articles and messages published on ChooseFI.com are intended for general educational purposes and are not tax, legal, or investment advice for any individual. The ChooseFI podcast and its owners, employees, and agents do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc., or their services.   Timestamps & Key Topics: 00:00:56 - Introduction to Guests Hosts introduce Sean Mullaney and Cody Garrett, authors of Tax Planning To and Through Early