ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Episode 69: Roth Conversion Warning"
Episode Synopsis
Why is it important to get money to tax free accounts? When I do a conversion, what do I need to think about? This episode describes ways we need to be cautious.Three takeaways:• Cash or Investments• Don’t get tripped up• Make it easy* A Roth Conversion is a taxable event and may have several tax related consequences. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA.
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