Episode 287
Roth Conversion Tax Planning Strategies and Annuities - 287
August 18, 202043m 30s
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Show Notes
Tax planning for Roth IRA conversions with itemized deductions, dividends, and long term capital gains, a Roth conversion vs. investing a 401(k) distribution in your Roth, separating pre-tax and post-tax money for a rollover, and gong baths. Plus, is a 3 year fixed annuity a safe place to earn more than 20 basis points? What should you do if you're stuck in an annuity you don't want? Send in questions, access free financial resources, and sign up for the August 26 YMYW live webinar: https://bit.ly/YMYW-287