One of the best things you can do for your portfolio is to implement the right tax strategy. Each situation is unique and requires a personalized approach.Using a listener’s question, James explains one specific example to show when and how to implement the right strategy.
Questions Answered: Why should or shouldn't you do Roth conversions?What should you be mindful of when doing Roth conversions?Timestamps:0:00 Introduction0:53 Listener question4:03 Two core things to focus on5:56 Should we do a Roth conversion?7:13 Taxable income9:16 Lower tax bracket11:24 Taking a basic look14:21 Gray area16:40 Control the balance19:31 Big picture plan20:41 Outro
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