Financial Strategies

Roth IRA Contribution or Conversion?


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Our clients occasionally mistake Roth conversions for contributions. So, let's untangle the confusion step by step. Join Andrew and Daniel Agemy on today's episode of the Financial Strategies Podcast as we dissect Roth contributions and conversions, shedding light on their distinctions.

THE RICHEST MAN IN BABYLON (BOOK):

https://amzn.to/47lDx74
UNDERSTANDING REQUIRED MINIMUM DISTRIBUTIONS (PDF): https://bit.ly/49eedQD
WHAT YOU NEED TO KNOW ABOUT ROTH CONVERSION IN 2024 (BLOG):
https://bit.ly/47QjzRr

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Financial StrategiesBy Agemy Financial Strategies