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Roth Conversions 101 for Court Reporters

Join our educational Facebook Group for court reporters -   / courtreporterfinance   Welcome to this week's webinar on Roth Conversions 101! In this session, we'll cover the basics of Roth conversions, including how to execute them and when they make the most sense for your financial plan. Unlike previous sessions, we'll take a hands-on approach, using financial planning software to illustrate a real-life example. Learn about the differences between pre-tax and Roth accounts, the best times to perform a Roth conversion, and how to use tax brackets strategically to optimize your retirement savings. We will also discuss the significance of Roth conversions in estate planning and how they can benefit your beneficiaries. Have questions? Leave a comment or set up a meeting to discuss your specific situation. 00:00 Introduction to Roth Conversions 00:55 Understanding Pre-Tax vs. Roth Accounts 02:35 Executing a Roth Conversion 03:32 Optimal Timing for Roth Conversions 05:08 Tax Brackets and Roth Conversion Strategy 07:32 Real-Life Example Using Financial Planning Software 11:52 Estate Planning Benefits of Roth Conversions 13:28 Conclusion and Q&A Required Disclosures: This content is for educational and informational purposes only and should not be considered personalized financial, tax, legal, or investment advice. Your individual circumstances are unique, and you should consult with qualified professionals before making any financial decisions. The information presented is general in nature and may not apply to your specific situation. Tax laws, regulations, and financial rules change frequently and vary by state and individual circumstances. No investment strategy or risk management technique can guarantee returns or eliminate risk. Past performance does not guarantee future results. All investing involves risk, including potential loss of principal. I am not providing legal, tax, or accounting advice. Please consult with appropriate licensed professionals for advice specific to your situation. Any examples used are hypothetical and for illustrative purposes only. Actual results will vary based on individual circumstances and market conditions. This content is not sponsored unless specifically disclosed. Mention of specific products, services, or strategies is for educational purposes only and does not constitute a recommendation to buy or sell. The views expressed are as of the recording date and are subject to change without notice. While we strive for accuracy, we cannot guarantee all information is current or error-free. Copyright © 2025 Traction Wealth Management, LLC. All rights reserved.