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21:04
YouTube
Jazz Wealth Managers
A FULL GUIDE To Roth Conversions! (Geeky Tax Strategies)
When should you do roth conversions? Today our fiduciary advisors are covering everything you need to know about roth conversions. 0:00 Intro 1:19 Tax bracket difference with & without roth conversions 2:05 2 Roth conversion myths 4:09 Taxable income with vs. without conversion 6:45 When Roth conversions may not make sense 11:00 QCD strategies ...
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Everyone talks about the benefits of starting a Roth IRA, but few show you how to do it. Check out my video for a step-by-step guide on setting up your Roth IRA 🔥 Have more questions about starting a Roth IRA? Comment “INVEST” or tag a friend to join my next beginners investing livestream on Tuesday! 🙂 1. Google Vanguard, Fidelity, or Schwab 2. Click Open an Account 3. Go to dashboard → transfer → set up monthly recurring deposits 4. Buy shares of S&P funds each month and dollar cost average 5
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