Welcome back to our new series on Investing Experts, Tax Alpha with Raul Shah! Roth conversions, one of the most powerful tax planning strategies (2:25) Your tax bracket today, your future tax bracket (6:30) Who should be using Roth conversions? (11:35) Personal finance is personal (16:50) When conversions don't make sense (19:15)

Show Notes:
Tax Alpha With Raul Shah: Thoughtful Asset Location
UnitedHealth, Hims & Hers, Gambling.Com - Value Investing With Raul Shah

Episode transcripts

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