Q&A: Early Retirement Roth Conversions

May 4, 2019

Q&A: Early Retirement Roth Conversions

If you retire early, is it wise to use the years before reaching full retirement age to do Roth Conversions at a lower tax rate?

Join Chris and Jo as they answer a multi-part question from a Washington listener about using early retirement years for Roth Conversions. They discuss important considerations, annual conversion targets, tax implications, and more.

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.