Maximize Your Roth: How to Decide the Right Conversion Amount

How to Decide on the Right Roth Conversion Amount

Subscribe to Cup of Bull: In this episode of Cup of Bull, Patrick Fontana and Michael Dunham discuss the concept of Roth conversions, emphasizing the importance of strategic tax planning for retirement. They explain how individuals can benefit from converting pre-tax retirement accounts to Roth accounts, particularly around specific life events or income fluctuations. The […]

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