Is a $400K Roth Conversion at Peak Income a Mistake? - 603

Schedule a Free Financial Assessment with an experienced professional:https://bit.ly/YMYWassessCGeorge and Louise in Queens bring in $600,000 a year. Should they keep working just to do Roth conversions? Cher and Sonny in Oregon wonder if they can retire in a couple years at 59 and 60, and whether the mega backdoor Roth belongs in their plans. Joe Anderson, CFP® and Big Al Clopine, CPA spitball retirement planning and Roth conversion strategies for them, today on Your Money, Your Wealth® podcast number 603. Plus, Michelle in Vienna, Virginia, is 56 and ready to retire, but what about her brand-new mortgage? Finally, our friend Marion in Fresno asks about Vanguard's suggestion of an annuity to cover fixed expenses.LIMITED-TIME SPECIAL OFFER | DIY Retirement Guide - download by Friday, October 16, 2026! https://purefinancial.com/ymyw/#specialofferFree Financial Resources in This Episode: https://bit.ly/ymyw-603 (full show notes & episode transcript)Do You Have These 10 Habits of the Quietly Wealthy? - YMYW TV:https://purefinancial.com/ymyw/episodes/do-you-have-these-10-habits-of-the-quietly-wealthy/?utm_source=captivate&utm_medium=podcast&utm_campaign=ymyw-tv&utm_content=ymyw-pod-ep603-description-tv-s12e08Financial Blueprint (free, self-guided):https://bit.ly/YMYWblueprintCREQUEST your Retirement Spitball Analysis:https://bit.ly/YMYWaskCDOWNLOAD more free guides:https://bit.ly/YMYWguidesCREAD financial blogs:https://bit.ly/YMYWblogCWATCH educational videos:https://bit.ly/YMYWvidsCSUBSCRIBE to the YMYW Newsletter:https://bit.ly/YMYWnewsletterCConnect With Us:Subscribe on YouTube and join the conversation in the comments:https://bit.ly/YMYW-YTSubscribe or follow YMYW in your favorite podcast app:https://lnk.to/ymywLeave your honest reviews and ratings in Apple Podcasts:https://podcasts.apple.com/us/podcast/your-money-your-wealth/id312900254Chapters: 00:00 - Intro: This Week on the YMYW Podcast00:50 - Should I Keep Working Just to Do Roth Conversions? (George & Louise,

Show: Your Money, Your Wealth

Hosts: Your Money, Your Wealth