• Here's When You Should Do Roth Conversions

  • 2024/10/01
  • 再生時間: 13 分
  • ポッドキャスト

Here's When You Should Do Roth Conversions

  • サマリー

  • 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: jacob@rivertreewealth.com
    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.

    続きを読む 一部表示

あらすじ・解説

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: jacob@rivertreewealth.com
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.

Here's When You Should Do Roth Conversionsに寄せられたリスナーの声

カスタマーレビュー:以下のタブを選択することで、他のサイトのレビューをご覧になれます。