EP 18 - Roth IRA Conversions and Chunking Strategies
Roth IRAs and Roth 401(k)s grow and come out tax-free at retirement. Mark and Mat outline the steps to get to Roth (it's for high-income earners too) from traditional IRA or 401(ks) and cover the sweet spots to keep the tax burden low when converting to Roth.
Learn more at https://directedira.com/
Learn how to take control of your retirement - https://directedira.com/
Self-directed IRA Podcast - https://matsorensen.com/podcast/
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Websites:
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