Optimal Roth Conversions -- Go Big or Go Home!
Economics Matters with Laurence Kotlikoff
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Strategic Roth Conversions and Social Security Timing
This chapter explores the tax implications of early Roth conversions compared to delaying Social Security benefits, emphasizing the critical impact of timing on financial outcomes. It highlights the importance of ongoing tax planning and strategic decision-making to optimize retirement benefits amid evolving tax legislation.
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