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Financial Literacy

Time To Consider a Roth Conversion?

Rodney Brooks
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December 11, 2024

As we approach the end of another new tax year, it’s time again to determine if a Roth conversion makes sense for you.

Keep in mind that even though there are solid long-term advantages to a Roth conversion, there are short-term tax consequences. That means a Roth conversion may not make sense for everyone.

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