June 8, 2022

Four Reasons NOT to do Roth Conversions

Four Reasons NOT to do Roth Conversions
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Episode: Four Reasons NOT to do Roth Conversions

Tune in as we discuss:

  • Mid 70s
  • Under 59
  • Modest IRA balances 
  • Amount in annuities 

Bonus: Three false factors

Thanks for listening!