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Welcome to "Creating Richer Lives", where living a richer life goes beyond the balance in your bank account. In fact, being rich is about what you do with your dollars and how the choices you make with your money not only define your lifestyle now, but impact your legacy for years to come. Whether you’re working towards retirement or seeking ways to make philanthropy your goal, there is a road to get you there. It’s time to redefine what it means to have a richer life. 

Mar 30, 2024

A recent listener suggestion sparked a conversation between Casey Keller, CFA and Karl Eggerss. The topic is Roth IRA conversions.

On this podcast, Karl & Casey break down the pros and cons of converting and whether it makes sense to pay taxes now to avoid paying taxes later. The goal is building wealth and this podcast is full of information on ways to try and achieve greater wealth, potentially through Roth conversions.

Topics discuss on this podcast:

  • Roth IRA
  • Roth Conversion
  • Taxes
  • Retirement Planning

For more information, go to

#rothira #rothconversion #taxes #today #listening #captrust @CAPTRUST