Roth IRAs and Conversions Explained (Part 1)

Today we’re joined by the one and only Dan Oaklief, RICP®, CPFA® to dive into the world of Roth IRAs. As we enter the fourth quarter, we have a lot of conversations about Roth IRAs and conversions this time of year. We thought it’d be the perfect time to break down key differences between the two and answer some common questions in a two-part episode.

 

Here’s some of what we discuss in this episode:

• What is a Roth IRA?
• What are the Roth contribution rules + limits in 2023?
• What is a Roth conversion + the benefits of a Roth IRA and Roth conversion?

 

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