Published On Feb 4, 2024
Are Roth conversions worth it? This is a case study where Nick Davis shares a couple’s decision. What are the downsides to converting to a Roth? Should we convert to the 22% tax bracket? Or higher? Should we do these Roth conversions at all?
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🔑 KEY TOPICS
0:00 - Intro
1:26 - Roth Case Study
7:05 - Summary
8:36 - Conclusion
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