Finance News – Roth Conversions

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Kiplinger • Jun 14, 2025

Timing Is Everything for Roth Conversions: An Expert's Guide to the Right Strategy

Carefully planning when to convert funds to a Roth account can optimize tax outcomes and potentially reduce your overall financial burden during retirement.

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MarketWatch Top Stories • May 08, 2025

This retiree figured out a way to pay almost no taxes. Here’s his secret.

By utilizing strategic Roth conversions and thorough financial planning, the retiree significantly reduced their tax liabilities, demonstrating an effective approach to managing re...

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