• Here's When You Should Do Roth Conversions

  • Oct 1 2024
  • Length: 13 mins
  • Podcast

Here's When You Should Do Roth Conversions

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  • Summary

  • Trying to figure out when you should do Roth conversions? In this episode, I share the optimal times to do Roth conversions so that you get the most out of this important tax minimization strategy.

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    Book a free consultation to get started today 👉 https://www.rivertreewealth.com/get-started

    Email: jacob@rivertreewealth.com
    Website: https://www.rivertreewealth.com
    LinkedIn: https://www.linkedin.com/in/jacobduke

    Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

    DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.
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