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Money Moves With MFG
Money Moves with MFG
Take control of your financial future and let's make some Money Moves with MFG!
This podcast is designed to simplify the world of investing, retirement planning, and wealth building. Whether you have a solid retirement plan or are just getting started, you’ll find actionable insights to help you make smarter investment decisions.
With a focus on education, experience, and integrity, we break down complex financial concepts into strategies you can use to achieve your goals. Tune in to learn how to retire with less stress, navigate the markets, and make confident financial moves.
Ready to make some money moves? Hit play and let’s get started!
Money Moves With MFG
When do Roth Conversions Break Even?
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Thinking about doing a Roth conversion but not sure if it’s worth it?
In this episode, we break down one of the most common — and most misunderstood — questions we get from clients: When do Roth conversions actually pay off? We’ll walk you through how to calculate the breakeven point, the impact of tax brackets now vs. later, and how to avoid paying unnecessary taxes in retirement.
You’ll learn:
- What affects the breakeven point on a Roth conversion
- How age, income, and timing all play a role
- Common mistakes people make when converting on their own
- When you should consider Roth conversions
Whether you’re planning ahead, or already retired and looking to reduce RMDs and taxes, this episode is for you.
Questions or topic suggestions? Email us at info@mfginvestments.com
👉 Schedule your free smart retirement planning call here and let’s build a strategy tailored to your goals
📅 Check out our upcoming events — including weekly Wealth Wednesday webinars and in-person seminars
