Not a Guru: Real Financial Education with Mark Byelich, CFP®

The New Cost of Roth Conversions Under the OBBBA


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New considerations have been added to the discussion around Roth conversions. The question of whether to convert, and how much, has never been more complicated than it is today. I’ll talk about some of the issues to consider in this episode.

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Not a Guru: Real Financial Education with Mark Byelich, CFP®By Mark Byelich, CFP®