Mullooly Asset Management
Mullooly Asset Management
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Roth Conversion Questions: Strategies, Rules, and Planning Insights
• 24 minReady to demystify Roth conversions? Join us as we untangle the intricate webs of Roth and traditional IRAs, their tax implications, and the key reasons behind the strategic switch. We promise to offer you a clear understanding of the potential benefits and drawbacks, and help you navigate your individual financial situation. It's a journey of discovery that will empower you to make informed decisions about your retirement planning. Strap in as we dive into the nitty-gritty of Roth IRA withdrawal rules, the infamous five-year rule, special purposes, and the tax implications. The trickier the terrain, the more you'll appreciate why financial advisors are essential in these scenarios. From simulating different scenarios to discussing staged conversions, this episode is packed with practical insights and strategies. Listen in, learn, and get ready to elevate your financial planning game.
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