Published On Jan 6, 2024
The tax- and retirement-planning expert on why a series of phased conversions could make sense if higher tax rates are a possibility.
00:00 Introduction
00:21 What to Consider for IRA Conversions in 2023
06:09 Staged IRA Conversions and Conversion Ladders
09:48 Could the Government Reverse the Tax Treatment to Roth IRA Assets?
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