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483: The Future of Tax Rates: How to Keep More of Your Money and Pay Less Taxes with Ed Slott

Retire With Purpose - The Retirement Podcast

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Strategic Timing for Roth Conversions

This chapter provides insights into effective strategies for timing Roth IRA conversions to reduce tax liabilities. It advocates for a systematic approach based on tax rates and brackets, rather than market conditions, while emphasizing the benefits of converting before reaching Required Minimum Distribution age. The discussion highlights the importance of taking proactive measures to optimize financial outcomes and manage tax burdens during retirement.

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