#411 Last Minute Action Items For Tax Savings Before Year-End.
Main Street Business
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Making a Roth Conversion
Make sure you file the paperwork with your financial services company where your traditional is located. The Roth conversion has to be done in writing. If you already have a Roth account and you've been converting every year, it's much easier because you just got to do the Roth election to convert. Make an appointment with one of the tax lawyers in January for those that do not carry over their HRA from last year.
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