• 2025 the Final Drive S1: E51 - Conversion Consideration

  • Nov 13 2023
  • Length: 13 mins
  • Podcast
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2025 the Final Drive S1: E51 - Conversion Consideration

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  • Summary

  • With the end of 2023 just weeks away, many people are looking to pay the taxes on a Roth IRA conversion… but what is the best way to do so? 

    This week David will offer some different ideas, including paying out-of-pocket or taking a 401k loan.

    Listen in to hear some options on minimizing the pain of paying those taxes now… and remember the pain later could be a lot worse.

    https://www.cfci.us/2025-the-final-drive
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