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In this video, I walk through the 7 key steps you should take before, during, and after your Roth conversion. 💡 Here’s what you’ll learn: ✅ How to decide how much to convert and which tax bracket to target ⚡️ How to estimate the taxes you’ll owe on the conversion 💵 The best way to pay your Roth conversion tax bill ➡️ Why you don’t need to sell investments to convert 📅 When to make your estimated tax payment to avoid penalties 📈 How to rebalance your Roth account for long term growth 🧠 How t
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