When to Consider a Roth IRA Conversion (And Pitfalls to Avoid in Your Roth Conversion Strategy)

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  • เผยแพร่เมื่อ 2 ส.ค. 2024
  • Join Mainsail Financial Group's Brandon Steele CFP®, ChFC® as he shares when to consider a Roth IRA conversion and pitfalls to avoid in your Roth conversion strategy. If you are considering a 401(k) to Roth IRA conversion, tune in or skip ahead to the chapter that most pertains to your question below.
    If you would like to claim your FREE copy of Brandon’s book, Retire by Design, sign up here: www.mainsailfg.com/brandons-book
    If you have questions about the stock market, economy, or financial planning, share them with us below in the comments of this video, on social media using #AskBrandon, or send them to info@mainsailfg.com! If we use your question, we'll send a coffee on us.
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