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
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Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™
Focus Partners Wealth
focuspartners.com

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