Wealth Planning Podcast - SECURE 2.0 Act
UBS On-Air: Conversations
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How to Accelerate Your IRA Distributions
The lower than normal income tax years occur shortly after you retire. So accelerating your IRA distributions can make sense in some instances. In other cases, we would recommend considering whether to make partial Roth conversions with those assets. The dollar amount of that Roth conversion is going to count as taxable income.
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