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From the blog

ROTH IRAs-To Convert or Not?

ROTH IRAs and conversions from Traditional IRAs have been getting a lot of press recently. This discussion has clearly piqued the interest of our clients, as we have received many questions about the process and tax implications. This interest is exacerbated by pending legislation likely to curtail common strategies employed with ROTHs. Here are my thoughts on the current and possible state of ROTHs.

October 22, 2021|

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