About this episode

This episode discusses Roth conversions as a powerful tax planning strategy with Raul Shah.

Welcome back to our new series on Investing Experts, Tax Alpha with Raul Shah ! Roth conversions, one of the most powerful tax planning strategies (2:25) Your tax bracket today, your future tax bracket (6:30) Who should be using Roth conversions? (11:35) Personal finance is personal (16:50) When conversions don't make sense (19:15) Show Notes: Tax Alpha With Raul Shah: Thoughtful Asset Location UnitedHealth, Hims & Hers, Gambling.Com - Value Investing With Raul Shah Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

People in this episode

Host: Seeking Alpha

Guest: Raul Shah

Topics covered

• tax planning
• Roth conversions
• personal finance
• tax brackets
• investment strategies

Mentioned in this episode

Organizations: Seeking Alpha, UnitedHealth, Hims & Hers, Gambling.Com

Products: Roth conversions

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