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8min chapter
Optimal Roth Conversions -- Go Big or Go Home!
Economics Matters with Laurence Kotlikoff
Navigating Capital Gains Tax Strategies
This chapter explores the intricacies of capital gains taxes and personal tax strategies, focusing on a software tool for assessing asset income. It emphasizes the importance of coherent Roth conversion strategies to minimize long-term tax impacts and critiques conventional planning methods.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode