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Strategic Roth Conversions: Maximizing Tax Savings

Strategic Roth Conversions: Maximizing Tax Savings

The Savvy Investor Podcast ยท Mike Canet

August 6, 202414m 49s

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Show Notes

Ryan discusses the timing of doing a Roth conversion and explores the options of doing one during a market downturn. He highlights the potential tax savings that can be achieved through strategic Roth conversions.

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Topics

retirementRoth conversionstaxesmarket downturnfinancial advisortax savings