Roth conversions can be a wonderful tool. When used inappropriately, it can do more harm than good. Here are 4 instances where you should NOT do a Roth Conversion.
Timestamps:
00:00 - Introduction
1:22 - Tax-Free Future
3:28 - Mortgage Payoff Example
5:31 - Example
7:45 - RMD (Required Min Distributions)!
10:35 - QCDs (Qualified Charitable Distributions)
11:55 - RMD Requirement!
13:10 - Summary
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