True Wealth Design
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You have the option of paying the taxes from your Roth conversion out of the money you're converting, but here's why that might not be the optimal approach.
06/04/2026
🚨 Most people spend all their time asking:
“Should I do a Roth conversion?”
But almost nobody talks about what happens AFTER you decide to move forward.
📅 When should you complete the conversion?
💸 How should you pay the taxes?
📈 Which investments should you move?
⚠️ What happens if the market drops afterward?
🧩 How does age 59½ change the strategy?
In this episode, Tyler Emrick, CFA®, CFP®, breaks down the implementation side of Roth conversions like the details that can materially impact long-term tax savings, portfolio growth, and retirement planning outcomes.
Check it out here: https://bit.ly/42WXZe2
A diversified investment strategy aims to build a portfolio that can be resilient in any market environment rather than strictly focusing on trying to maximize returns.
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