November 12, 2020
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As mentioned in previous postings (Minimize Your Tax Bill and Recharacterizing a Roth Conversion), converting a traditional IRA to a Roth IRA is likely not beneficial for investors who believe they will be in a lower tax bracket during retirement than during their working years.
Read MoreAs my business card states, I am a fee-only financial planner. An independent financial advisor is very different from an accountant, so this posting should not be construed as tax advice.
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