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The Roth Opportunity

Retirement Answer Man

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The Benefits of Roth IRA Distributions

Roth IRA distributions are going to count towards your taxable income. You can choose which account that you pull from if you have Roth IRA assets as one of the levers to pull. The opportunity when it comes to a Roth account is how do we lower our pre-tax assets earlier? We want to factor in that we're planning for two, but we also have to plan for one because that could create a tax.

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