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[Retirement] 25, Roth IRA Conversions
Season 3 · Episode 25

[Retirement] 25, Roth IRA Conversions

Open Exam Prep · Ran Chen, EA, CFP®

December 30, 20243m 47s

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Show Notes

Allow conversion of traditional IRAs to Roth IRAs, with tax implications based on the conversion amount. --

The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.

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