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Does a Roth Conversion Make Sense for Us?

Jill on Money with Jill Schlesinger
Jill on Money with Jill Schlesinger
Episode • Dec 5, 2023 • 19m

We thought the traditional pre-tax path was better in our situation until recently when we learned that tax rates will likely revert to higher percentages in 2026, now we're stuck in analysis paralysis!

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Jill on Money with Jill Schlesinger • Does a Roth Conversion Make Sense for Us? • Listen on Fountain