Roth IRA conversions NOT for everyone. Ask these questions first!

People do Roth IRA conversions because they want to save on taxes or create a larger legacy for the next generation. It’s not easy to know if Roth IRA conversions are right for you. The answer to these questions will help you narrow in on this important decision.

🔥 What Issues Should I Consider Before I Retire? https://www.brindleandbay.com/resourc...

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🔑 Key Topics :
0:00 - Intro
0:57 - Roth Conversions
5:00 - Planning Software
8:06 - Is It Good for Us While We’re Alive?
8:58 - Is It Good for My Heirs?
10:49 - Am I Willing to Let It Defer for Several Years?
11:31 - Outro
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