Avoid The Retirement Tax Bomb
27:36–28:43 · 66s
Bo recounts a client case where strategic Roth conversions between retirement and RMDs could add $3.5M and cut $1.3M in taxes.
27:36–28:43 · 66s
Bo recounts a client case where strategic Roth conversions between retirement and RMDs could add $3.5M and cut $1.3M in taxes.
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