A Roth conversion can be a game-changer for your retirement, but it comes with a catch: the upfront tax hit. This brief quiz is designed to help you navigate that trade-off. By answering five key questions, you’ll gain clarity on whether locking in today’s tax rates is a beneficial move for your specific financial situation.
Follow the links below to learn more about Roth conversions and how they impact your retirement income.
More on Roth IRAs and Conversions:
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