Episode 34

Sazeracs and Roth Conversions

00:00:00
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00:55:11

November 17th, 2021

55 mins 11 secs

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About this Episode

The Drink: The Sazerac
The Topic: Roth Conversions
The Sazerac is a classic N’awlins drink with a rich history. The Roth IRA is a classic way to establish a rich future. This week, Jason and Caleb talk about the importance of developing a strategy for converting traditional retirement assets into Roth assets. They’ll talk about the pros of executing these conversions successfully, and the cons of messing it up. Get ready to work that tax code, folks!