This Is The Roth Conversion SWEET SPOT
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This Is The Roth Conversion SWEET SPOT
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What ingredients make for the most optimal Roth conversions? In this episode, I explain what the Roth conversion sweet spot is and why this period of time is the best time to do conversions.
📋 Get Your FREE Checklist here: https://www.rivertreewealth.com/roth-conversion-sweet-spot-checklist
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✅ Get your Important Numbers 2025 PDF here: https://www.rivertreewealth.com/2025-important-numbers
Email: jacob@rivertreewealth.com
Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke
Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.
DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.