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Podcast: The Wise Money Showâ„¢
Episode: Roth Conversions in the 22% and 24% Tax Brackets - Is It Worth It?
Description: Are Roth conversions only worth it in the 10% or 12% tax bracket? Not always. In this episode of Wise Money, we explain when Roth conversions in the 22% or 24% tax bracket can make sense and when they don't. We cover estate planning considerations, market downturn opportunities, retirement tax "windows", and whether a seven-figure portfolio can still stay in a lower tax bracket.
Season 11, Episode 17
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