Don’t Fudge Up Your Roth Conversions

Tune in to Hear Nick Silvin and Joe Franklin explain the most common mistakes investors make when taking Roth Conversions.


* When is the Best Time to Take Conversions?

1) Time of Year

2) Time of Life

3) Time in Market Cycle

* How can a correct Spending / Liquidation strategy help a typical retired couple earn and keep over $4 Million more over their lifetime?

* How should you pay taxes on your Roth Conversion? * How do you separate After Tax Funds from Before Tax Funds when doing conversions?

* How to potentially avoid having to pay taxes ever again, even on Social Security?

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