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Roth Conversions in a Bear Market
Автор: Matthews Wealth Management
Загружено: 2020-04-01
Просмотров: 136
Описание:
What is a Roth Conversion and why could it be beneficial in today's market? We run through an overview of tax classification and illustrate the importance of tax diversification.
Make sure to consult a tax adviser and investment professional to follow the proper calculations and paperwork. Do NOT randomly pick an amount for a Roth conversion. We used 25% for illustrative purposes only.
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