How to Prioritize Roth Conversions Vs. Tax Gain Harvesting

from Ready For Retirement · host James Conole, CFP®

In this episode of Ready for Retirement, we’re talking about how to prioritize Roth Conversions v. Tax Gain Harvesting.Questions Answered: How do I know if I should prioritize Roth Conversions or Tax Gain Harvesting?How can we make sure I'm setting myself up to optimize my retirement strategy?We’re on YouTube! Check us out here for more content to help you create a secure retirement: YouTube - Root Financial PartnersLET'S CONNECT!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? Submit it hereCreate Your Custom Strategy ⬇️Get Started Here.Join the new Root Collective HERE!

Episode metadata supplied by the publisher feed · Published Mar 8, 2022

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How to Prioritize Roth Conversions Vs. Tax Gain Harvesting

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This episode is 28 minutes long.

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This episode was published on March 8, 2022.

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