4 Reasons You Should NOT Do a Roth Conversion

Roth conversions can be a wonderful tool. When used inappropriately, it can do more harm than good. Here are 4 instances where you should NOT do a Roth Conversion. Timestamps: 00:00 - Introduction 1:22 - Tax-Free Future 3:28 - Mortgage Payoff Example 5:31 - Example 7:45 - RMD (Required Min Distributions)! 10:35 - QCDs (Qualified Charitable Distributions) 11:55 - RMD Requirement! 13:10 - Summary Learn the tips & strategies to get the most out of life with your money. Get started today → https://www.rootfinancialpartners.com/ Subscribe to be notified for future videos:    / @rootfp   _ _ For more resources and content, check us out below! Website // https://rootfinancialpartners.com/ Podcast // http://readyforretirement.co/ Instagram //   / rootfinancialpartners   Facebook //   / rootfinancialpartners   LinkedIn //   / 18347030   Other videos we think you'll like: About Root:    • Financial advisors with heart.   Worried about retirement? Start here:    • Worried About Retirement..Start With ...