Roth conversions are often talked about, but they aren’t for everyone. If you do a conversion, beware of these common mistakes:
- Not being aware of income limits
- Thinking a Roth conversion can be undone
- Thinking a Roth IRA is the same as a Roth 401(k)/403(b)/457
- RMD and other distribution rules
In today’s episode, Amy and Jon delve into these common misconceptions that can often lead to expensive mistakes.
To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com. The ThimbleberryU Podcast is produced by JAG Podcast Productions – https://jagpodcastproductions.com/
