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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: [email protected]
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.
4.9
9898 ratings
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.
———————————————————————————
Book a free consultation to get started today 👉 https://www.rivertreewealth.com/get-started
Email: [email protected]
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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