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21 min
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Is Your Portfolio Big Enough to Benefit From Roth Conversions? Ready For Retirement
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- Investing
What are the benefits of Roth conversions in retirement planning? James addresses questions about when Roth conversions become worthwhile.This episode explores key factors:Changes in tax bracketSpousal scenariosImpact of portfolio size on tax savingsPotential tax savings tend to increase with a higher portfolio balance but be careful not to take unnecessary Roth conversions. James explains different strategies to optimize tax planning.Questions answered:Is there a specific portfolio value at ...
What are the benefits of Roth conversions in retirement planning? James addresses questions about when Roth conversions become worthwhile.This episode explores key factors:Changes in tax bracketSpousal scenariosImpact of portfolio size on tax savingsPotential tax savings tend to increase with a higher portfolio balance but be careful not to take unnecessary Roth conversions. James explains different strategies to optimize tax planning.Questions answered:Is there a specific portfolio value at ...
21 min