Tax Hikes Ahead: Should You Do A Roth Conversion To Lock In Rates? (EP.172)
The Long Term Investor
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Strategic Tax Planning: The Role of Roth Conversions
This chapter explores strategic tax planning through Roth conversions, emphasizing their role in managing tax liabilities for retirees. It highlights various individual scenarios, including considerations for married couples and tech executives, while underscoring the importance of timing and personalized decision-making in tax strategies.
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