Oct 14 โ€ข ๐Ÿ”ฑ Wins
Little known investing secret... Roth Conversion.
Had an amazing question come up in the Tax Strategy 365 community. Tax Strategy 365 is for our highest service level clients who get direct access to a tax advisor, email support, text support, and weekly Q+A calls.
Today's question was around ROTH CONVERSIONS. When to do them, how much, how does timing play into it. Very Interesting to dive into and can save you $100,000+s in your investing journey if executed properly.https://www.loom.com/share/161912c6172a42829562d57d35c37a15?sid=6c1171ed-b957-4958-8540-0baa142c985c
Let us know what questions about ROTH Conversions you have below.
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8 comments
Ryan Bakke, CPA
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Little known investing secret... Roth Conversion.
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