Save Thousands in Tax: The Complete Roth Conversion Guide (Who, What, When, Where & Why)

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Discover how Roth conversions can save you tens of thousands or even hundreds of thousands in retirement taxes! In this comprehensive guide, I break down exactly who should consider Roth conversions, what they are, when to implement them, where to execute them, and why they're crucial for your retirement strategy. Learn how to avoid common mistakes that could cost you dearly, understand the perfect timing for conversions (especially with tax changes coming in 2025), and see how market downturns can actually become opportunities. Whether you're worried about future tax rates, RMDs, or leaving money to heirs, this video provides the essential knowledge you need for smart tax planning in retirement.