• To Roth or Not to Roth

  • Feb 14 2025
  • Length: 51 mins
  • Podcast

To Roth or Not to Roth

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  • Summary

  • In this conversation, Kevin Sullivan and Robin Whitlock discuss the complexities of Roth conversions, emphasizing that the decision to convert should be based on individual financial circumstances. They explore when it makes sense to do a Roth conversion, the potential drawbacks, and the importance of comprehensive financial planning. The conversation also highlights key strategies for achieving financial goals in retirement, including saving adequately, maximizing retirement accounts, and seeking professional guidance. In this conversation, Kevin Sullivan and Gary Nolan discuss the critical aspects of retirement planning, particularly focusing on the challenges faced by the Baby Boomer generation. They emphasize the importance of having a personalized retirement plan, the implications of the Peak 65 phenomenon on Social Security, and the value of working with personal financial advisors over robo-advisors. The discussion also covers strategies for maximizing Social Security benefits and investment options for those looking to secure their financial future.

    Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

    See omnystudio.com/listener for privacy information.
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