Tax Hikes Ahead: Should You Do A Roth Conversion To Lock In Rates? (EP.172)
The Long Term Investor · Peter Lazaroff
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Show Notes
The Tax Cuts and Jobs Act is set to expire in 2026, which could mean higher taxes for many. This upcoming tax law change has many asking: Should I do Roth conversion NOW to lower my taxes?
Roth conversions can save you a lot of money—but you have to weigh multiple factors in a careful way. I'll cover sample scenarios and careful considerations in today's episode.
Listen now and learn:
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Who benefits most from Roth conversions and why
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How timing and your tax bracket can make or break a Roth conversion strategy
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4 real-life examples of using Roth conversions to lower taxes
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Why a calculated, strategic approach to Roth conversions is essential
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