Rethinking Roth Conversions: The Old Rules Don’t Apply
Aug 19, 2024
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By Debra Taylor, CPA/PFS, JD, CDFA
Members’ Choice runner-up: Sometimes, rules of thumb need updating. That’s true now for Roth conversions. Take a look at how some of the old rules around Roth conversions no longer apply—and how you may help clients now cut future tax bills.