How Long Until Your Roth Conversion Pays off in Retirement?
In the video, I explain when the best time to take a Roth conversion and other factors to look for before you decide how much to convert.
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This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you. Disclosures: https://onedegreeadvisors.com/solutions/#disclosures
Matthew Calcagno
Hi, I'm Matthew Calcagno. Each week I share the playbook I use with our clients to help give you confidence in your tax, investment, and early retirement plan.