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The Roth conversion concept was pitched to our management high earners by an 'independent' financial adviser as a way to pay less income tax over our investment time horizon. At the time of the pitch Obama was in the WH and the underlying assumption was there would be rampant income tax increases coming to cover government debt.
I discussed with my adviser and he was not a big fan of the concept.
Glad I listened to him.
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02 996tt White
87 930 GP White (Sold)
87 911 Targa Guards Red(Sold)
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