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Notes by 41d1479a | export

 
✍️  Senior savers may benefit from doing Roth conversions of their traditional IRAs, despite taking required withdrawals, as it could be a smart tax move.
👉 Roth conversions may be a smart move for senior savers
👉 Conventional wisdom suggests avoiding Roth conversions due to tax implications
👉 Recent election results make it less likely for big tax increases in 2025

#mainstream #finance
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