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In This video, Troy Sharpe, CFP® discusses the Roth Conversion Strategy, was provided directly to clients of Oak Harvest Financial Group and intended only for their use. It is presented here for informational purposes only. The tax strategies discussed may not be right for your personal situation...
Roth IRA Conversion explained ( Roth Conversion Strategies for tax free growth). WHY SHOULD YOU DO A ROTH CONVERSION? Roth Conversions can come in a few forms - converting 401k to Roth 401k, converting Traditional IRA to Roth IRA, or a 401k to Roth IRA...regardless of where you have your pre-tax...
In this video, CERTIFIED FINANCIAL PLANNER™️ Professional Colin Exelby discusses the most powerful way to build tax-free wealth. There used to be an income cap. But, that tax law was changed back in 2010 to allow anyone the opportunity to convert. But… that huge advantage may be...
