Is there ever a situation where we would recommend NOT filling the tax-free bucket? Here is a hypothetical scenario in which we show how Roth conversions do NOT
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Meet Bob & Jane Smith - a hypothetical couple that shows compelling numbers FOR doing Roth conversions. The names are fake, but the numbers are REAL.
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We LOVE to talk about "Tax Buckets"... so what are they!? Primer of things to come...
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What exactly ARE taxes and why do we pay them!?
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