Tag: retirement-planning
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Large Roth IRA conversion upfront, and why it doesn’t make sense.
Once in a while I enjoy being a total spreadsheet nerd. Perhaps more often than I like to admit. Recently a client has asked me to do some very large Roth conversions for his IRA. He showed me this website which ran various scenarios on all his accounts. To my surprise, the more he converts…
Open Door Investment Advisors, Inc. 