The Complete Guide To Implementing Roth Conversions: Tax Strategy
Update: 2024-08-26
Description
Roth conversions can add millions of dollars to your retirement, but too many make mistakes and implement them at the wrong time, not at all, or in excess.
Understand the role of when conversions make sense and when they don't. That's what this episode is all about.
Begin optimizing what you've worked so hard for and implement conversions when applicable.
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Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
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