Roth IRA Contribution or Conversion?

What this episode covers

Our clients occasionally mistake Roth conversions for contributions. So, let's untangle the confusion step by step. Join Andrew and Daniel Agemy on today's episode of the Financial Strategies Podcast as we dissect Roth contributions and conversions, shedding light on their distinctions. THE RICHEST MAN IN BABYLON (BOOK): https://amzn.to/47lDx74 UNDERSTANDING REQUIRED MINIMUM DISTRIBUTIONS (PDF): https://bit.ly/49eedQD WHAT YOU NEED TO KNOW ABOUT ROTH CONVERSION IN 2024 (BLOG): https://bit.ly/47QjzRr

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Frequently Asked Questions

How long is this episode of Financial Strategies?

This episode is 48 minutes long.

When was this Financial Strategies episode published?

This episode was published on March 26, 2024.

What is this episode about?

Our clients occasionally mistake Roth conversions for contributions. So, let's untangle the confusion step by step. Join Andrew and Daniel Agemy on today's episode of the Financial Strategies Podcast as we dissect Roth contributions and conversions,...

Can I download this Financial Strategies episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.