In this episode hear Steve discuss a crucial strategy for tax planning and financial growth: Roth IRA conversions. Steve takes a deep into the world of Roth IRAs and how they offer an ideal solution for tax planning. Discover the benefits of taking the tax hit on your contributions now and watching your gains grow tax-free. But what if you're told you make too much to contribute to a Roth?
Steve breaks down the misconceptions around saving using pre-tax dollars and reveal why it's essential to act NOW especially given the current lowest marginal tax brackets. Learn how to reposition your money, convert pre-tax IRAs to Roth, and disinherit the IRS !
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