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Joe Murphy discusses the topic of Roth conversions. He explains the benefits of a Roth IRA, such as tax-free growth and no required minimum distributions (RMDs).
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Innehåll tillhandahållet av Broadcasting Experts, LLC and Joe Murphy. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Broadcasting Experts, LLC and Joe Murphy eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
In this episode of Wealth Health Radio, Joe Murphy discusses the topic of Roth conversions. He explains the benefits of a Roth IRA, such as tax-free growth and no required minimum distributions (RMDs). He also highlights the importance of considering future tax changes and the potential impact on retirement savings. Joe discusses the process of a Roth conversion and the need for careful planning and understanding of the rules. He also touches on higher-end strategies like the backdoor Roth and the mega backdoor Roth. The episode concludes with a discussion on the pro rata rule and the importance of consulting with a financial advisor for personalized advice.
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