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May 9, 2023 34 mins

On the season wrap-up of Retireable, John and Mike walk through a handful of examples of when and where they use the information that was shared through-out this season in an effort to try to best bring the Retireable concepts together for the listener.

 

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Please remember that converting an employer plan account to a Roth IRA is a taxable  event. Increased taxable income from the Roth IRA conversion may have several consequences including (but not limited to) a need for additional tax withholding or  estimated tax payments, the loss of certain tax deductions and credits, and higher taxes on Social Security benefits and higher Medicare premiums. Be sure to consult with a  qualified tax advisor before making any decisions regarding your IRA.

 

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