Timing Roth IRA Conversions

In this episode, host Shawn Terrell discusses how to think about timing Roth IRA conversions for a dentist who plans to exit from clinical dentistry.

He uses the analogy of a long bike ride on RAGBRAI as a way to think about ideal timing.

The objective for dentists like Dr. Bill is strategic timing of Roth IRA conversions to minimize tax burdens.

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