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271 \\ The Million-Dollar Roth Mistake: When to Convert & When to Wait
Manage episode 504181843 series 3399967
A tartalmat a Tiffany Phillips, CPA & Small Business Tax Strategist, Tiffany Phillips, CPA, and Small Business Tax Strategist biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Tiffany Phillips, CPA & Small Business Tax Strategist, Tiffany Phillips, CPA, and Small Business Tax Strategist vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
Roth conversions can be one of the smartest tax moves you ever make—or one of the most expensive mistakes. In this episode, I show you how to time your conversions to maximize tax-free growth, avoid common traps, and decide if converting now makes sense. You’ll hear real-life stories of people who got it wrong (and lost big), plus how to structure your conversions if you’re still working or near retirement. This is advanced tax planning made simple.
Next Steps:
💰 Start Paying Less in Taxes – Grab a Copy of Your Biggest Expense!
☎️ Find Out How Much You’re Overpaying the IRS – Book a Free Discovery Call
📧 Questions? Email Me at [email protected]
👩💼 Join My Private Facebook Group: Tax & Wealth Strategies for Women Entrepreneurs 📲
275 epizódok
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