Roth Conversion Breakeven Point and Opportunity Cost

Not a Guru: Real Financial Education with Mark Byelich, CFP®

Roth conversions are one of the most valuable tools we have in tax-efficient planning. Two questions I receive time and time again are “what is the breakeven point of a Roth conversion?” and "what about the opportunity cost of a Roth conversion?” These are both great questions, and we will explore the answers in this episode.

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