TheBitCast

Could a Roth Conversion Actually Cost Me More Money?

Podcast: She's Talkin' Money · Shari Rash | Financial Advisor for Women & Founder of GWA Wealth

Opublikowano: 2026-10-20

Could a Roth Conversion Actually Cost You More Money? Roth conversions are often presented as an obvious tax-saving strategy. Pay taxes now, move money into a Roth IRA, and potentially enjoy tax-free withdrawals in retirement. Sounds like a pretty good deal, right? But what if converting your money actually leaves you worse off financially? In this episode of She's Talkin' Money, financial planner Shari Rash breaks down the real cost of a Roth conversion and why the money you use to pay the tax bill matters just as much as the conversion itself. You'll learn...