6 (Common) Roth Conversion Mistakes to Avoid!

Roth conversions are a powerful tax savings tool for many retirees. There are many reasons to do Roth conversions:

• Pay less tax now compared to the future
• Minimize future RMDs
• Avoid future IRMAA surcharges
• Help avoid the Widow's Tax Trap
• Leave tax-free assets to heirs

But mistakes can be made when doing these conversions. In this episode, Jacob shares 6 common Roth conversion mistakes to watch out for.

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