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Wealthy Habits Podcast

Are there some important financial questions and considerations that you've overlooked? On this show, we want to come alongside your financial and retirement journey to help you answer those questions and experience financial success.


Dave Elizondo and Drue Kampmann are Co-Founders of True Financial Partners, serving the Quad Cities. Their goal is to provide you with great information and education to help you retire with security and comfort.

As you get closer to retirement, the money choices you make become more and more critical. So make sure you're getting proper guidance and help along the way. On the Wealthy Habits Podcast, we'll cover things like social security, taxes, income planning, investments and so much more.


Reach out if you have any questions at https://www.truefinancialpartners.com/ or by calling 563-359-8783.

  1. All Episodes
  2. Ep 29: Is a Roth Conversion Right for You?

Ep 29: Is a Roth Conversion Right for You?

Jan 14, 2021

What is a Roth conversion, and is it right for you? We’ll dig into the pros and cons and fill you in on everything you need to know.

 

Read more and get additional financial resources here: http://petersonfg.com/new-year-new-ideas-to-consider/

 

What we discuss on this episode: 

2:19 – What is a Roth conversion?

6:42 – What if you’re 55 or older?

10:15 – High-income earners

12:00 – Mistakes people make

16:46 – Who will and won’t benefit

17:57 – Why it’s an opportunity