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When Roth IRA Conversions Go Too Far

An episode of the Big Picture Retirement® podcast, hosted by Devin Carroll, CFP® & John Ross, JD, titled "When Roth IRA Conversions Go Too Far" was published on May 20, 2024 and runs 31 minutes.

May 20, 2024 ·31m · Big Picture Retirement®

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Roth IRA conversions can be a powerful tool for retirement planning, offering tax-free growth and withdrawals. However, there's a fine line between optimizing and overdoing it. In this episode, we talk about the dangers of over-converting to a Roth IRA. We'll explore how converting too much can lead to higher taxes in retirement and cause missed opportunities later. 

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Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 

Contact Devin's team at https://carrolladvisory.co/podcast1

Contact John's team at https://www.rossandshoalmire.com/ 

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