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What to Know About RMDs and Roth Conversions in 2026
Expert Opinion January 16, 2026 at 02:42 PM
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What You Need To Know
- Clients who reached age 73 in 2025 have until April 1 to take their first RMD.
- Taxpayers can continue to make 2025 contributions to IRAs up until the April 15 tax filing deadline.
- Clients making Roth conversions must include only the amount converted in their taxable income for the conversion year.
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