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The Conversion Issue: Tax Me Now or Tax Me Later! (Part 2)

Key Takeaways Roth conversions could be a great option to potentially decrease taxes and pass on tax free assets to heirs. Roth conversions can also be beneficial if you have assets in tax-deferred accounts and expect a significant drop in your tax bracket before age 70 ½. A re-characterization provides you with a “do over” […]

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