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When Roth Conversions Make Sense (and When They Don’t)

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Manage episode 451298962 series 2653925
Content provided by Scott Frank. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Frank or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Roth conversions can be a great tool for minimizing your tax burden, but you don’t want to jump in blind. If you have a 401(k) and/or an IRA, you don’t want to miss this episode.

Join us as we look at the what, when and why of Roth conversions.

Ready to learn more?

Leave us a question!

Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Are you ready to align your money with your ideal life? Connect with us at Stone Steps Financial or Flow Financial Planning.

  continue reading

223 episodes

Artwork
iconShare
 
Manage episode 451298962 series 2653925
Content provided by Scott Frank. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Frank or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Roth conversions can be a great tool for minimizing your tax burden, but you don’t want to jump in blind. If you have a 401(k) and/or an IRA, you don’t want to miss this episode.

Join us as we look at the what, when and why of Roth conversions.

Ready to learn more?

Leave us a question!

Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Are you ready to align your money with your ideal life? Connect with us at Stone Steps Financial or Flow Financial Planning.

  continue reading

223 episodes

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