S5 Ep3: GRD054: How the SALT Deduction Can Impact Your Roth Conversion Decision
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S5 Ep3: GRD054: How the SALT Deduction Can Impact Your Roth Conversion Decision
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The SALT deduction cap doesn't just affect your tax return —it could have a bigger impact on your Roth conversion than you realize. Ed and Jeff break down the overlooked math connecting state taxes and conversion timing, and what high-tax-state retirees need to know before they convert.
Tune in for new episodes every other Thursday!
Ed Slott, CPA
Ed Slott and Company
irahelp.com
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Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™
Focus Partners Wealth
focuspartners.com
Action Rock by LesFM | https://lesfm.net/motivational-background-...
Music promoted by https://www.chosic.com/free-music/all/
Creative Commons CC BY 3.0
https://creativecommons.org/licenses/by/3.0/
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