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5min chapter
Optimal Roth Conversions -- Go Big or Go Home!
Economics Matters with Laurence Kotlikoff
Navigating the Complexities of Roth Conversions and Taxes
This chapter explores the intricate relationship between Roth conversions and various tax implications, including federal taxes and Social Security benefits. It discusses strategic considerations for managing IRA distributions to optimize tax advantages and minimize long-term costs.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode