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Good Time for a Roth Conversion?

11/22/22: After relocating last year from CA to FL, I was used to higher taxes and it seems we have over contributed this year, possibly making it a good time for a Roth conversion. Should we do it?

PodcastsMark TalercioNovember 22, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement, retirement planning, retirement checkup, Roth IRA, early retirement, can I quit my job?, can we retire?, can I retire?
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Roth 401(k) or a Brokerage Account?

PodcastsMark TalercioNovember 22, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement, retirement planning, retirement checkup, Roth IRA, early, can I quit my job?, can we retire?, can I retire?
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Considering My Age, Do I Have Enough Saved?

PodcastsMark TalercioNovember 21, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement, retirement planning, retirement checkup, Roth IRA, early retirement, can I quit my job?, can we retire?, can I retire?

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All opinions expressed by Jill Schlesinger on this website and on the “Jill On Money” radio show are solely Jill Schlesinger’s opinions and do not reflect the opinions of CBS News, its parent and affiliated companies or radio station affiliates. You should not treat any opinion expressed on this website or on the radio show as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion. Jill Schlesinger, CBS News, its parent and affiliated companies and radio station affiliates make no warranty as to the completeness or accuracy of any opinion expressed on this website or on the radio show, and any opinion expressed on this website or on the radio show should not be relied upon as complete or accurate. Before acting on any information on this website or on the radio show, you should consider whether it is suitable for your particular circumstances and seek advice from your own financial or investment adviser

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