How To Convert After-Tax 401k Contributions To A Roth IRA?

6 months ago
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Learn how to maximize your retirement contributions and convert to a Roth IRA with our expert guide. Jenny Logan walks you through the steps, covering after-tax contributions, in-plan conversions, and conversions outside your plan. Unlock the potential of this clever financial strategy! #rothira #retirementplanning #financialstrategy #taxoptimization #retirementsavings #401k #investing #financetips #moneymanagement #financialliteracymatters

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Chisholm Financial Planning & Investments is owned by Jenny Logan and is a registered investment advisory firm regulated by the Securities & Exchange Commission in accordance and compliance with US securities laws and regulations. Chisholm Financial Planning & Investments does not render, or offer to render, personalized investment or tax advice through any videos or other content on any social media platform to include YouTube. The information provided in these videos is provided without compensation and for informational and educational purposes only and does not constitute financial, tax, investment, or legal advice.

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