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WCI #359: Tax Deferred vs. Roth Contributions: A Deep Dive
White Coat Investor Podcast
Maximizing Tax Advantages with Roth Conversions
Roth conversions provide the opportunity to optimize tax savings by balancing out progressive tax rates over one's lifetime. It is advisable to consider converting to a Roth IRA during low-income years, keeping in mind that low income does not always equate to low tax rates due to applicable tax credits. Another strategic time for Roth conversions is during early retirement, with the general advice being to delay taking Social Security until the age of 70, unless specific circumstances warrant earlier action.
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