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Build To Win: Our Top Tax and Business Success Tips (with Barbara Corcoran & Ed Slott)

The Stacking Benjamins Show

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Tax Planning in the Fourth Quarter

Tax planning should be a thing you're doing all year long. Roth conversions are great, if it's right for you to move from a tax deferred account to a tax free account. You will owe the tax on the amount you convert, even if your financial condition or situation changes next year at tax time when the bill comes due.

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