Lesson #4 – Conversions: Roth Conversions

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Controlling when you pay taxes can be accomplished through Roth Conversion. This lesson discusses a traditional Roth conversion and the benefits. I also take some time to share two ways that the taxes for a Roth conversion can be planned for and paid (hint: one is better than then the other;) Again, I will go back and use Bill & Janet’s example to illustrate when a Roth Conversion might be a good fit.

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