Roth Conversions Part 2: A Five-Step Process to Determine if a Roth Conversion Makes Sense for You Stay Wealthy Retirement Podcast
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- Investing
Today I'm tackling part two of our series on Roth conversions.
Specifically, I'm sharing:
How to determine if a Roth conversion makes sense A Roth conversion case study Common mistakes + pitfalls to avoid If you're ready to master Roth conversions and take control of your tax bill, you're going to love today's episode.
Need retirement + tax planning help?
👉 Learn more about our Free Retirement Assessment
For the episode show notes and links, click here.
Today I'm tackling part two of our series on Roth conversions.
Specifically, I'm sharing:
How to determine if a Roth conversion makes sense A Roth conversion case study Common mistakes + pitfalls to avoid If you're ready to master Roth conversions and take control of your tax bill, you're going to love today's episode.
Need retirement + tax planning help?
👉 Learn more about our Free Retirement Assessment
For the episode show notes and links, click here.
24 min