Episode 69: Roth Conversion Warning


Why is it important to get money to tax free accounts? When I do a conversion, what do I need to think about? This episode describes ways we need to be cautious.

Three takeaways:
• Cash or Investments
• Don’t get tripped up
• Make it easy

* A Roth Conversion is a taxable event and may have several tax related consequences. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA.

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