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How Roth Conversions Fit Into 2025 Planning
Expert Opinion May 19, 2025 at 03:45 PM
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What You Need To Know
- A Roth conversion can be a good idea when the stock market is down.
- Since the conversions are taxable, doing a conversion in a year with relatively low tax rates can be advantageous.
- A conversion can allow a client to build up a larger Roth IRA balance to pass on to beneficiaries.
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