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CE 157 Roth IRAs Conversions, 3 Questions to Ask, Estate Planning

CE 157 Roth IRAs Conversions, 3 Questions to Ask, Estate Planning

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In this course, students explore the ordering rules for the Roth IRA distributions. The topics covered in this course include Roth IRA tax planning after the SECURE act, three questions to ask in every Roth conversion evaluation, who should and who should not convert, and estate planning with Roth IRAs.

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