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Show Notes
Roth conversions are a powerful tax savings tool for many retirees. There are many reasons to do Roth conversions:
- Pay less tax now compared to the future
- Minimize future RMDs
- Avoid future IRMAA surcharges
- Help avoid the Widow's Tax Trap
- Leave tax-free assets to heirs
But mistakes can be made when doing these conversions. In this episode, Jacob shares 6 common Roth conversion mistakes to watch out for.
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