Episode 29 Roth Conversions: To Convert or Not To Convert
Roth conversions are all the rage, but are they right for your retirement? This week Kelly explores when you might decide to pass on the Roth opportunity.
Interesting Reads
Nerd Wallet: What is the Medicare IRMAA for 2024
IRS.gov: Non-deductible contributions
Ed Slott IRA Expert: IRA Help Pro Rata Rule Explained
Backdoor Roth IRA: What Is It and …
Kelly is the agency owner of Hometown Retirement Specialists, LLC. She specializes in working with retirees and those who are approaching retirement age. Kelly has a deep understanding of the unique challenges and opportunities that retirees are facing. Her expertise focuses on retirement income planning, asset protection, estate strategies and Medicare.
If you have questions about topics discussed on the show or if you’d like to learn more about Kelly and Hometown Retirement Specialists check out www.yourHRSagent.com
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Kelly Racicot is the agency owner of Hometown Retirement Specialists, LLC. Neither Kelly or her company are affiliated or endorsed by CMS, Medicare, the Social Security Administration, or any government agency. Hometown Retirement Specialists, LLC does not offer every plan available in your area. The information we provide is limited to the plans we do offer in your area. Please visit Medicare.gov or call 1-800-MEDICARE to get information on all your options.
The preceding information does not constitute tax, legal or investment advice. All opinions and information shared in this episode is for informational purposes only and should not be acted upon with the assistance of a qualified and licensed professional. Guarantees mentioned are subject to the strength and claims paying ability of the insurance company and any mention of rates or performance are subject to change without notice. This podcast shall in no way be construed or interpreted as a solicitation to sell or offer to sell products to any residents of any state in which Kelly or her firm is not licensed or where otherwise legally permitted.
If you have questions about the show, Kelly or Hometown Retirement Specialists please visit us on the web @ your HRS agent.com
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