Your Money, Your Wealth — We Have $12 Million. Should We Do Roth Conversions? - 597

SCOUT· 37%40m·2026-09-01·Money

We Have $12 Million. Should We Do Roth Conversions? - 597

Your Money, Your Wealth · 597

Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Joe Anderson, CFP® and Big Al Clopine, CPA are spitballing Roth conversions from every angle today on Your Money, Your Wealth® podcast number 597. John in Oklahoma is 75, sitting on a million dollars in traditional IRAs,…

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We Have $12 Million. Should We Do Roth Conversions? - 597

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