• Tax Hikes Ahead: Should You Do A Roth Conversion To Lock In Rates? (EP.172)

  • Oct 2 2024
  • Length: 10 mins
  • Podcast

Tax Hikes Ahead: Should You Do A Roth Conversion To Lock In Rates? (EP.172)

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  • Summary

  • The Tax Cuts and Jobs Act is set to expire in 2026, which could mean higher taxes for many. This upcoming tax law change has many asking: Should I do Roth conversion NOW to lower my taxes?

    Roth conversions can save you a lot of money—but you have to weigh multiple factors in a careful way. I’ll cover sample scenarios and careful considerations in today’s episode.

    Listen now and learn:

    • Who benefits most from Roth conversions and why

    • How timing and your tax bracket can make or break a Roth conversion strategy

    • 4 real-life examples of using Roth conversions to lower taxes

    • Why a calculated, strategic approach to Roth conversions is essential

    Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
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