Retire at New Heights with Johnnie Roberts

Is a Roth Conversion the Right thing to do? with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions

Episode Notes

Johnnie and Shelly explain Roth conversions and why they’re gaining popularity. A Roth conversion allows individuals to move money from tax-deferred accounts into tax-free accounts by paying taxes now. With current tax advantages and deductions, this strategy can reduce long-term tax burdens. The episode also covers partial conversions and how spreading them over multiple years can optimize tax efficiency.