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Episode 5: Roth Conversions For The Next Generation
Dec 12 2023
Length: 10 mins
Podcast

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Episode 5: Roth Conversions For The Next Generation

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Summary
Roth conversions can be done systematically as a part of a really effective financial plan. It’s a strategy that requires meticulous planning and perfect execution, so you need to proceed with caution. However, if retiring generously includes being generous to the next generation, you can see why this is a worthwhile endeavor.

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