When Roth Conversions Don't Make Sense (And When They're a No-Brainer) - 576

Are Roth conversions worth it? We'll find out, today on Your Money, Your Wealth® podcast number 576. TJ in PA is gonna have huge capital gains. Joe and Big Al spitball on whether it's worth it for him to convert. Rebels Without a Gauze in New England are over 70. Is it too late for them to convert? How much should Biking Barnsey convert from his tax-deferred accounts to Roth each year, and are there any single ladies in the YMYW audience that would like to help him spend his retirement money? Finally, the fellas spitball on whether Zisi and his wife are being too aggressive with their conversion strategy. Free Financial Resources in This Episode: (full show notes & episode transcript) Complete Roth Papers Package - free download: Financial Assessment (Meet with an experienced professional): Financial Blueprint (self-guided): REQUEST your Retirement Spitball Analysis: DOWNLOAD more free guides: READ financial blogs: WATCH educational videos:

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When Roth Conversions Don't Make Sense (And When They're a No-Brainer) - 576 is an episode from Your Money, Your Wealth by Your Money, Your Wealth.

This episode is 43:05 long.

This episode was published on Apr 7, 2026.

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