2min chapter

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Episode 249: Municipal Bonds, Preferred Shares, Planning Calculators and Newman!

Risk Parity Radio

CHAPTER

How to Plan Roth Conversions

ETFRC.com has a fund overlap tool, which tells you how many duplicate holdings there are between two ETFs. ProjectionLab.com is a pretty amazing financial projection tool written by a 30 year old kid. The tax analytics in the plan view are super helpful when planning Roth conversions to optimize taxes.

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