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Your Money, Your Wealth — Roth & Retirement Spitball, Insurance, and the Origins of YMYW - 461
Not scored yet40m·2023-12-26·Money

Roth & Retirement Spitball, Insurance, and the Origins of YMYW - 461

Your Money, Your Wealth · 461

Spitballing on early retirement and Roth conversions to finish 2023. How can Jack and Diane (no, the other, other Jack and Diane, these are the ones in Rochester, MN) bridge the gap to retirement at age 61? Can Michael in San Diego do a Roth conversion without it impacting his taxes? Plus, what should "the…

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