Roth conversions can be a wonderful tool. When used inappropriately, it can do more harm than good. Here are 4 instances where you should NOT do a Roth Conversion.

Timestamps:
00:00 Introduction
1:22 TaxFree Future
3:28 Mortgage Payoff Example
5:31 Example
7:45 RMD (Required Min Distributions)!
10:35 QCDs (Qualified Charitable Distributions)
11:55 RMD Requirement!
13:10 Summary

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