TransGlobal Wealth Clinic

Author: TransGlobal

TransGlobal Wealth Clinic is an interview-style podcast that aims to help our audience educate themselves on a variety of financial matters and help grow their wealth. Are you interested in being financially prepared for the future? Join us as we discuss and break down how to properly manage your finances, from saving strategies and insurance to retirement planning.
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Language: en

Genres: Business, Investing

Contact email: Get it

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When Is the Most Cost-Effective Time to Do a Roth Conversion?
Thursday, 26 June, 2025

When is the most cost-effective time to do a Roth conversion?Segment 1 – What Is a Roth Conversion?Segment 2 – Best Time #1: During a Market DownturnSegment 3 – Best Time #2: In a Lower-Income YearSegment 4 – Best Time #3: When You Expect Tax Rates to RiseSegment 5 – Bonus Tip: Roth Conversions + AnnuitiesSegment 6 – Final Thoughts