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Maximize Your Roth: How to Decide the Right Conversion Amount

How to Decide on the Right Roth Conversion Amount

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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 discussion highlights the significance of understanding tax implications and planning for future income scenarios to minimize lifetime tax bills.

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