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Roth IRA Conversions

Learn the complete process for calculating and completing Roth IRA Conversions

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Capital Gain

Strategies

Strategic planning may be able to get some of your capital gain taxed at 0%

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Must-Know Fundamentals

The Two 5-Year Clocks of Roth IRAs

Clock 1

Applies to tax on earnings. Can be eliminated by having at least 1 Roth IRA open for 5 years.

Clock 2

Applies to penalty on conversions. Can be eliminated by having 5 years pass after the conversion or reaching age 59.5.

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Deep Dive Videos

The IRMAA Time Bomb Waiting For Your Wallet
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