Taxes, Roth Conversions, and Savings Strategies: Q&A #2135

August 28, 2021

Taxes, Roth Conversions, and Savings Strategies: Q&A #2135

Chris and inhouse CPA, Bob Palechek sit down to discuss listeners questions relating taxes, selling tax-effected funds, and Roth conversions.

(3:30) A Michigan listener looks for clarification on selling tax-effected funds and how it might effect Medicare Part B premiums.

(23:00) An Alaskan listener asks for clarity regarding IRAs and Roth Conversions.

(36:15) George asks about when to consider switching his savings strategies from tax-deferred accounts to Roth accounts.

Podcast: Play in new window | Download (Duration: 55:45 — 25.5MB)

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