Account

Why Roth Conversions Don't Work for 98% of People

Bob Wolfe, CFP®, EA, CSLP® • September 26, 2025
Video Thumbnail

Bob Wolfe, CFP®, EA, CSLP®

View Channel

About

No channel description available.

Latest Posts

You May Also Like

6 Reasons NOT to Convert to a Roth
PT4M

6 Reasons NOT to Convert to a Roth

Kevin Lum, CFP®1 year ago
The Truth About Roth Conversions and Sequence Risk
PT4M

The Truth About Roth Conversions and Sequence Risk

Rob Berger1 month ago
The #1 Roth Conversion Myth and Mistakes to Avoid
PT4M

The #1 Roth Conversion Myth and Mistakes to Avoid

Bob Wolfe, CFP®, EA, CSLP®1 month ago
Watch This If You're In The U S Retiring With A Pension
PT4M

Watch This If You're In The U S Retiring With A Pension

Bob Wolfe, CFP®, EA, CSLP®3 months ago
Once You Understand This, You'll Avoid Roth Conversions
PT4M

Once You Understand This, You'll Avoid Roth Conversions

Eric at The PeakFP3 months ago
One Trick That Makes RMDs a Non-Issue for Retirees
PT4M

One Trick That Makes RMDs a Non-Issue for Retirees

Nick Davis, CFP®3 weeks ago
Why Retirees With Under $5M Should Avoid Roth Conversions
PT4M

Why Retirees With Under $5M Should Avoid Roth Conversions

Eric at The PeakFP2 months ago
The ROTH Conversion TRAP That Destroyed $1M in Tax-Free Wealth
PT4M

The ROTH Conversion TRAP That Destroyed $1M in Tax-Free Wealth

Kevin Lum, CFP®10 months ago
New Roth IRA Rules in 2026 You Need to Know
PT4M

New Roth IRA Rules in 2026 You Need to Know

FIRE Psy Chat3 weeks ago
They've Manipulated You: Roth Conversions Aren't What You Think
PT4M

They've Manipulated You: Roth Conversions Aren't What You Think

Justin Buttrick, CFP®1 month ago
I Failed at my ROTH Conversion, Until I Understood This
PT4M

I Failed at my ROTH Conversion, Until I Understood This

Justin Buttrick, CFP®6 months ago
How You Should Be Using Roth Accounts: Before and After Retirement
PT4M

How You Should Be Using Roth Accounts: Before and After Retirement

True Wealth Design6 days ago
Roth IRA Conversion (Part 5) | Calculate Estimated Taxes | Avoid Underpayment Penalties
PT4M

Roth IRA Conversion (Part 5) | Calculate Estimated Taxes | Avoid Underpayment Penalties

Number Crunch Nerds1 year ago
ROTH IRA TRAP? Why Your Instincts Are Wrong (Think Like This Instead)
PT4M

ROTH IRA TRAP? Why Your Instincts Are Wrong (Think Like This Instead)

Kevin Lum, CFP®1 month ago
I'm 65 with $2 million Pre-Tax. Should I Convert to Roth IRA? | CFP Case Study
PT4M

I'm 65 with $2 million Pre-Tax. Should I Convert to Roth IRA? | CFP Case Study

Ryan Janus, CFP®, EA6 months ago
Should You Do a Roth Conversion? 9 Key Questions to Ask First
PT4M

Should You Do a Roth Conversion? 9 Key Questions to Ask First

Erin Talks Money4 months ago
Roth Conversions + IRMAA: How To Plan Correctly
PT4M

Roth Conversions + IRMAA: How To Plan Correctly

Outlook Wealth Advisors3 weeks ago
2025 Hidden Roth Conversion Window for Ages 60–67 – Don’t Miss This
PT4M

2025 Hidden Roth Conversion Window for Ages 60–67 – Don’t Miss This

Christian Cyr, CPA, CFP®5 months ago
Where Most People Get the Roth vs Traditional Math Wrong
PT4M

Where Most People Get the Roth vs Traditional Math Wrong

The Retirement Nerds3 months ago
The Real Reason Why Most Retirees Should AVOID Roth Conversions
PT4M

The Real Reason Why Most Retirees Should AVOID Roth Conversions

Andrew Fallwell CFA, CFP®1 month ago

No Recommendations Found

No products were found for the selected channel.

Home AiChat Shop Saved Account