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4-25-25 Wouldn't You Rather Roth
Are you contemplating a Roth IRA conversion in 2025? With potential tax rate increases on the horizon, now might be the optimal time to act. Richard Rosso and Jonathan McCarty delve into: * The benefits of converting to a Roth IRA before 2026 * Strategies to minimize taxes during conversion * How Roth conversions can impact your retirement planning * The role of Roth IRAs in estate planning Rich and Jonathan explore how a Roth IRA can offer tax-free withdrawals, eliminate required minimum distributions (RMDs), and provide greater flexibility in retirement. We'll also discuss the…
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