Latest / Winning at Life with Gregory Ricks
Episode 1374: The Fall Roth Conversion Checklist | S1E23 Winning at Life
In this episode, Gregory Ricks explains how Roth contributions and conversions can create tax-free retirement income and enable long term compounding. He goes into why the fall season is a preferred planning window because annual income, deductions, tax-bracket capacity, and available funds for taxes are clearer than earlier in the year.
The skinny
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