Talk of The Villages Florida - View Single Post - Roth Conversions
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Old 10-07-2024, 08:36 PM
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villagetinker villagetinker is offline
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Hopefully your financial advisor has a tax professional associate. There are many things to consider aside from just the tax issues. for example there may be a 5 year waiting period before you can withdrawal the ROTH funds. I had looked into this years ago, but I missed the optimal time to do the conversion, so I just live with RMDs.
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