About this episode
Are you contemplating a Roth IRA conversion in 2025? With potential tax rate increases on the horizon, now might be the optimal time to act. Richard Rosso and Jonathan McCarty delve into: * The benefits of converting to a Roth IRA before 2026 * Strategies to minimize taxes during conversion * How Roth conversions can impact your retirement planning * The role of Roth IRAs in estate planning Rich and Jonathan explore how a Roth IRA can offer tax-free withdrawals, eliminate required minimum distributions (RMDs), and provide greater flexibility in retirement. We'll also discuss the implications of the Tax Cuts and Jobs Act expiring in 2026 and how that affects your decision-making. SEG-1: Why China Needs the U.S. SEG-2: Roth Evangelism SEG-3: Planning for Longevity in Retirement SEG-4: The Joy (and Strategy) of Gifting Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor, Jonathan McCarty Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=1U-OXgzj4g4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "The Path Ahead: Soar, Stall, Or Plummet" https://realinvestmentadvice.com/resources/blog/the-path-ahead-soar-stall-or-plummet/ "The Death Cross And Market Bottoms" https://realinvestmentadvice.com/resources/blog/the-death-cross-and-market-bottoms/ "Is Risk Off Positioning Signaling A Market Low?" https://realinvestmentadvice.com/resources/blog/is-risk-off-positioning-signaling-a-market-low/ ------- The latest installment of our new feature, Before the Bell, "Markets' Middlin Momentum" is here: https://www.youtube.com/watch?v=CA6HUOOge7Y&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: The Path Ahead: Soar, Stall, Or Plummet? https://www.youtube.com/watch?v=mx2LIiXrMlc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #RothIRA #TaxPlanning #RetirementStrategies #RothConversion #SmartMoneyMoves #EconomicTrends #StockMarketFuture #BullOrBear #MarketRally #MarketRisk #RiskOff #MarketLows #ReflexiveRally #DownsideRisk #MarketVolatility #DonaldTrump #JeromePowell #FederalReserve #DeathCross #MarketBottom #TechnicalAnalysis #StockMarketTrends #BearMarket #InvestingAdvice #Money #Investing