Don't Do a Roth Conversion UNTIL You Know How You'll Pay the Tax
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What this covers
I publish the planning work I do for families at Define Financial, in plain English, with the numbers on screen.
Example case study. Details are changed and some examples combine more than one household. Nothing here is a recommendation, and your own numbers will be different. What I say in a video reflects the rules and that person’s situation at the time of recording. That includes the age required withdrawals begin, which depends on your year of birth. Check anything that matters against the current rules and your own situation.
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