Roth Conversion Strategies

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  • Опубликовано: 19 янв 2025

Комментарии • 6

  • @stevenobrien595
    @stevenobrien595 3 года назад +1

    This is excellent information. Thank you

  • @stevenobrien595
    @stevenobrien595 3 года назад

    Is there any chance I can receive some of the slides from the presentation for my own personal study? Email perhaps?

    • @AdvantaIRA
      @AdvantaIRA  3 года назад

      Hi Steven - Please reach out to Alex at APerny@AdvantaIRA.com. He will be happy to share the slides.

  • @kathymiller4447
    @kathymiller4447 2 года назад

    Is there a maximum amount I can transfer from my Ira account to the Roth?

    • @AdvantaIRA
      @AdvantaIRA  2 года назад +1

      Hi Kathy - There are no restrictions on the size or frequency of Roth Conversions that a taxpayer can perform.