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Ask Suze & KT Anything: Own The Power To Control Your Destiny

Suze Orman's Women & Money (And Everyone Smart Enough To Listen)

NOTE

Converting to Roth When Leaving Majority to Charity

If you're in a low tax bracket and plan to leave most of your money to charity, it's not beneficial to convert it to a Roth. Instead, leave it where it is and let it compound. Since your beneficiaries don't have to worry about taxes, there's no need to convert.

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