In this video I go through a comprehensive Case Study of how I view Roth Conversions for clients. This is not tax advice. Consult your tax advisor for your own unique situation.

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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