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Is a Roth Conversion the Right Move for You?
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With markets at all time highs and tax rates as low as we may see for the foreseeable future, the benefits of Roth conversion seem apparent, but how should you go about doing it, if at all? John discusses this and more tax saving strategies on this episode of The Retirement Roux.
Like what you hear? Get a second opinion on your current retirement plan by contacting Matthew James Tax and Wealth Management today!
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