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Investing Experts

Tax alpha with Raul Shah: Roth conversions

Mittwoch, 1. Juli 2026 · 28 min

MP3

Shownotes

Welcome back to our new series on Investing Experts, Tax Alpha with Raul Shah (seekingalpha.com/author/raul-shah?source=ie_po…)! Roth conversions, one of the most powerful tax planning strategies () Your tax bracket today, your future tax bracket () Who should be using Roth conversions? () Personal finance is personal () When conversions don't make sense ()

Show Notes:
Tax Alpha With Raul Shah: Thoughtful Asset Location (seekingalpha.com/article/4911524-tax-alpha-tho…)
UnitedHealth, Hims & Hers, Gambling.Com - Value Investing With Raul Shah (seekingalpha.com/article/4883464-unitedhealth-…)

Episode transcripts (seekingalpha.com/author/investing-experts-podc…)

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