May 2021

How to Convert Your IRA to a Roth Tax Efficiently

How to Convert Your IRA to a Roth Tax Efficiently

In this episode of the Thought & Action podcast, we’ll discuss a tax free Roth conversion strategy. More specifically, we’ll discuss converting your traditional, taxable IRA account into a tax-free Roth IRA account as an oil and gas investment, and if that decision is appropriate for you. We’re joined by Fred Gratz, East Coast director …

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