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1h 6m

Don’t Make This Huge Roth Mistake

BRIAN PRESTON AND BO HANSON
About this episode
⁠⁠⁠⁠Roth conversions can be an incredible retirement tax-planning tool—but doing one at the wrong time could leave you paying more in taxes than necessary. Brian and Bo break down 5 situations where a Roth conversion may not make sense, including high-income years, future tax brackets, paying conversion taxes from your IRA, estate planning, and state income ... Show More
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