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Avoid the Tax Bracket Trap When Doing a Roth Conversion

YouTubeMark J Kohler

Avoid the Tax Bracket Trap When Doing a Roth Conversion

If you’re considering a Roth conversion, timing matters. Any amount you want counted for this tax year must be converted by December 31—and chunking your conversion over multiple years can dramatically reduce your tax bill. Why chunk it? 1. Avoid jumping into a higher tax bracket. Converting $100,000 at once might push you from the 24% ...

8.2K views2 weeks ago

Roth IRA Explained

Roth IRA Explained Simply for Beginners

Roth IRA Explained Simply for Beginners

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Roth IRA Explained _ The TAX FREE Millionaire Strategy (2024)

Roth IRA Explained _ The TAX FREE Millionaire Strategy (2024)

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Roth IRA Simply Explained (For Beginners)

Roth IRA Simply Explained (For Beginners)

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