S5 Ep3: GRD054: How the SALT Deduction Can Impact Your Roth Conversion Decision

The SALT deduction cap doesn't just affect your tax return —it could have a bigger impact on your Roth conversion than you realize. Ed and Jeff break down the overlooked math connecting state taxes and conversion timing, and what high-tax-state retirees need to know before they convert. Tune in for new episodes every other Thursday! Ed Slott, CPA Ed Slott and Company irahelp.com ---------------------------------------- Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™ Focus Partners Wealth focuspartners.com Action Rock by LesFM | https://lesfm.net/motivational-background-... Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/