035 - Roth IRA Conversions and Financial Therapy

Episode 35: Roth IRA conversions and financial therapy

Any time the markets get a little extra wonky, questions come up about Roth IRA conversions. So, we sat down with Emily Millsap — a Certified Financial Planner® and Certified Exit Planning Advisor™ with our friends at Avantax — to talk through the details. Emily covered who should and shouldn’t consider converting their traditional IRA, what to know about taxes, and how to avoid common mistakes. And just when we thought we were only discussing IRAs, things got real. Suddenly, we were talking about feelings behind money decisions and financial therapy, which is another super cool thing Emily is certified in. So, come for the technical knowledge about IRAs, and stay for how you feel about the dollars in that IRA. Listen in to learn more!

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• Our wealth management services with Avantax
• Other Avantax podcasts
  • GAAP Episode 025 – Meet Laura Gillen from Avantax
  • GAAP Episode 007 – Actively Managed Portfolios
  • AAP Episode 006 – What Exactly is a Fiduciary?

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