Tax-Free Investing & Contribution Deadlines: Your Self-Directed Account Questions Answered
Directed IRA Podcast
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Roth Conversion and Self-Rental Cost-Seg
The hosts provide an answer to a listener's question about converting their solo 401k to a Roth account and whether their self-rental cost-seg credit will affect their tax bracket. They discuss the implications of converting traditional retirement funds to a Roth account, emphasizing the importance of aligning the conversion year with other strategies such as cost segregation. They also address the question of filing a conversion before investing or taking a loan, advising to prioritize the conversion before making further investments.
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