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YouTubeAri Taublieb, CFP®
Are Roth Conversions Worth It With Over $1 Million In My 401K/IRA?
Roth conversions sound simple: move money now, enjoy tax-free withdrawals later. But when you already have over $1 million in pre-tax accounts, the decision is far more complex. In a real case study, a couple with $2M in a 401(k), planning to retire at 55, faced a big question: should they start converting to Roth at age 50? On paper, the ...
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