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YouTubeAmerica's Wealth Management Show
Maximizing In-Plan Roth Conversions for 401(k)s
Have you heard of in-plan Roth conversions? If not, you're not alone. Believe it or not, they've been an option within 401(k) plans for nearly 15 years now. Marty James, CPA joins Dean Barber and Bud Kasper on America's Wealth Management Show to discuss how to go about doing an in-plan Roth conversion and key considerations for utilizing them ...
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