Episodes
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How to Determine the Best Way to Pay Federal Taxes on Large Roth Conversions
Episode 22 focuses on the logistics of executing large Roth conversions for high-net-worth retirees, specifically how to manage your Roth conversion taxes without slowing your tax-free growth. Learn why high-net-worth retirees should use outside funds to keep their Roth growing with a bigger tax-free growth engine.