The Standard Deduction

All You Need to Know About Roth IRA Conversions

Episode Summary

Tax Directors Candace Varner and Ben Hake are joined by their colleague, Tizzi Blackburn, to discuss Roth IRA conversions – the advantages, the rules, who’s eligible and when it makes sense to do one.

Episode Notes

Learn more about the backdoor Roth strategy: https://creativeplanning.com/education/article/explainer-video-backdoor-roth-ira-strategy/

 

The Standard Deduction podcast is hosted by Tax Directors Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends and developments in taxes related to personal wealth management.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies. We believe that education and planning are key components of financial success. Come explore relevant financial topics with our team.

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