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06/26/24 - When NOT to Convert to a Roth IRA
Manage episode 428110589 series 3585467
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I've often said that the Roth conversion is one of the best tools we have for tax-efficient planning. HOWEVER, there are times when it does not make sense to convert your Traditional IRA to a Roth IRA.
Be sure to tune in to learn the important details.
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