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Episode 87: Susan from Edison Park, Chicago asks: "I've got about $1.8 million saved in my IRA and 401(k). If tax rates are scheduled to i
Published 2 months, 2 weeks ago
Description
Get on our phone calendar at https://TuckerRetirement.com Susan from Edison Park asks whether now is the right time to begin Roth conversions before potential tax increases. Scott explains how Roth conversions work and why waiting could result in significantly higher lifetime taxes for some retirees. Watch more episodes at https://TuckerYouTube.com