Roth IRAs and Conversions Explained (Part 1)

Roth IRAs and Conversions Explained

Today we’re joined by the one and only Dan Oaklief, RICP®, CPFA® to dive into the world of Roth IRAs. As we enter the fourth quarter, we have a lot of conversations about Roth IRAs and conversions this time of year. We thought it’d be the perfect time to break down key differences between the two and answer some common questions in a two-part episode.

In this first episode, we’re starting with the basics. What is a Roth IRA, and what sets it apart from traditional IRAs? Join us for an insightful Q&A session on the contribution rules for 2023, contribution limits, and address crucial distinctions between Roth and traditional retirement accounts. Join us as we demystify Roth IRAs and set the stage for Part 2, where we’ll dive deeper into Roth conversions and strategies!


Here are some key takeaways from this episode:

– What is a Roth IRA?

– What are the Roth contribution rules + limits in 2023?

– What is a Roth conversion + the benefits of a Roth IRA and Roth conversion?



For questions or assistance with this transition, reach out to us at 330-473-1060

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