Roth Conversion with Cost Seg? · 🏠 Lower Taxes w/ Ryan

Roth Conversion with Cost Seg?

Instead of receiving a tax refund in the year we completed the Cost Segregation Study, we converted an IRA to Roth and "paid" the taxes due with the refund owed. Any generic thoughts on this as a tax strategy combined with STR taxes? (We tend to believe in tax-diversification of post-retirement income as well as diversification of investing in both traditional markets and businesses.) Thanks!

@Ryan Bakke, CPA

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