11/8/22: Given that we know our income is going to take a big jump next year, is this the time for us to do a Roth conversion?
7/19/22: The good news is that we've accumulated a ton of money. What I find confusing is how to strike the right balance between pre-paying taxes and managing the increased costs, including IRMAA, Social Security taxes and capital gains taxes.
3/17/22: When you're approaching retirement, or even already retired, does it make sense to start doing some Roth conversions?
3/8/22: Does there come a point when the tax bracket no longer makes sense to consider a Roth conversion?
2/8/22: Retired in our 50s and collecting pensions, should we also be doing Roth conversions?
With the clock ticking, should we try and do a Roth conversion before 2021 comes to a close?
After helping your parents figure out their finances, it's time to focus on yourself. Should you be making your 401(k) contributions pre-tax or Roth? And what's the best way to finance an upcoming renovation project?
Have a money question? Email us, ask jill [at] jill on money dot com.
Five years ago the rollover IRA was worth $55,000, now it's worth $125,000, should we still consider converting to a Roth?
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Easily the most common topic we discuss on this show is somehow Roth related. Here's the latest example.
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
You usually have a few options to choose from when you're trying to figure out what to do with an old retirement plan. Move it? Leave as is? Rollover into the new plan?
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
When it comes to financing a remodeling project, I'm all for using the most efficient strategy possible. A remodel is stressful enough, so let's not add to it :)
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
I feel like I'm doing everything I possibly can to prepare for retirement, yet other people seem to be doing better. Is there something I'm doing wrong?
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
You've been doing some Roth conversions in retirement but you aren't sure if it's a strategy you should keep utilizing in future years.
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Is it ever too late to start using the Roth function within your workplace retirement plan?
Have a money question? Email us, ask jill [at] jill on money dot com.a
Please leave us a rating or review in Apple Podcasts.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Husband wants to convert to a Roth, wife says not so fast. Is one right and the other wrong?
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
May has been a volatile month for the stock market amid concerns over inflation and how the Federal Reserve might respond. I joined CBSN to discuss how to navigate the choppy waters.
Have a money question? Email me here.
Please leave us a rating or review in Apple Podcasts.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.