Episodes

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Roth IRA & Conversions Garrett Crawford, CFP® Roth IRA & Conversions Garrett Crawford, CFP®

Multi-Year Roth Conversion Planning Explained

Episode 49 of Retirement Tax Matters breaks down why multi-year Roth conversion planning must be treated as an annual process rather than a static five-year document. Garrett and Adam address the common desire among retirees in the $2M to $8M range to establish a fixed conversion schedule, explaining how shifting tax laws, market movements, and income adjustments render long-term predictions unreliable.

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