06/26/24 - When NOT to Convert to a Roth IRA

Not a Guru: Real Financial Education with Mark Byelich, CFP®

I've often said that the Roth conversion is one of the best tools we have for tax-efficient planning. HOWEVER, there are times when it does not make sense to convert your Traditional IRA to a Roth IRA.
Be sure to tune in to learn the important details.

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