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Roth IRA Conversions with Rachel Kieser - Ep 16
Manage episode 278094229 series 2777817
The current tax environment presents a unique opportunity for savvy personal investors to diversify their holdings and minimize their tax liabilities, especially given the uncertainty of future tax law. Chas Boinske and Pat Runyen talk with Rachel Kieser of Drucker & Scaccetti about the possibilities Roth IRA conversions may provide and discuss two example scenarios to help illuminate what might otherwise be a murky investment picture.
Get the full show notes and more resources at TheWealthCast.com
37 에피소드
Manage episode 278094229 series 2777817
The current tax environment presents a unique opportunity for savvy personal investors to diversify their holdings and minimize their tax liabilities, especially given the uncertainty of future tax law. Chas Boinske and Pat Runyen talk with Rachel Kieser of Drucker & Scaccetti about the possibilities Roth IRA conversions may provide and discuss two example scenarios to help illuminate what might otherwise be a murky investment picture.
Get the full show notes and more resources at TheWealthCast.com
37 에피소드
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