Strategies on Allocating Windfalls, Plus Does the Government Owe You 2K (SB1501)
The Stacking Benjamins Show
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Maximizing Tax Benefits and Roth Conversions
This chapter covers a listener's query on Roth conversions and tax implications, including strategies for converting traditional accounts to Roth and the option to pay taxes now instead of in retirement. It delves into state income tax planning, discusses tax advantages for military and teacher pay, and explores the benefits of Roth conversions in retirement planning. The discussion also includes details on in-plan Roth conversions and ends with a mention of movie and TV show reviews, critiquing a film called Poor Things.
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