About this episode
In this episode of Ready for Retirement, James how to use Roth Conversions to protect your spouse's future. Questions Answered: What are the best ways to implement Roth Conversions? What are the best strategies to implement tax planning for your spouse? How can your overall retirement strategy be improved? Timestamps: 00:00 - Introduction 1:45 - Roth Conversions 3:23 - When To Implement 6:52 - Income Assumptions 9:27 - Taxable Income 12:05 - Roth Conversion Planning 14:35 - Surviving Spouse Tax Planning 16:48 - Life Insurance Protection 19:21 - Analysis Assumptions 20:50 - Working With Us Check out all of our podcast episodes and more on our YouTube channel here! LET'S CONNECT! Facebook LinkedIn Website ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Submit Your Question Here! Create Your Custom Strategy ⬇️ Get Started Here. Join the new Root Collective HERE!