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Your Questions: Roth Conversions and Backdoor Roth IRA

Directed IRA Podcast

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Converting a Traditional IRA to a Roth IRA: Tax Implications and Investment Returns

This chapter explores the considerations for converting a traditional IRA to a Roth IRA. It discusses analyzing the cost of conversion, potential investment returns, and the timing of the conversion based on income and tax implications. The speakers also explain the five-year seasoning rule for Roth conversions and the importance of tracking multiple five-year clocks for each conversion.

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