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When Roth Conversions Make Sense—and When They Don’t (Plus IRMAA Traps to Avoid) artwork
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When Roth Conversions Make Sense—and When They Don’t (Plus IRMAA Traps to Avoid)

Allworth Financial‘s Money Matters by Allworth Financial

Feb 7, 202644:30Business

In this episode of Money Matters, Scott and Pat answer listener questions and explain when Roth conversions make sense, when they don’t, and how taxes, IRMAA Medicare surcharges, and market volatility can change retireme...

About This Episode

When Roth Conversions Make Sense—and When They Don’t (Plus IRMAA Traps to Avoid) is an episode from Allworth Financial‘s Money Matters by Allworth Financial. In this episode of Money Matters, Scott and Pat answer listener questions and expl...

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This episode belongs to Allworth Financial‘s Money Matters.

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Episode Details

Published Feb 7, 2026, 44:30 long, audio available.