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Listen " To Convert or Not to Convert (to a Roth) "
Episode Synopsis
As the end of the year approaches, one major question looms: Should I convert to a Roth? And, If so, how much? The One Big Beautiful Bill Act (OBBBA) affords some retirees extra deduction "headspace" for enhanced conversion opportunities. OBBBA can also allow savers to delay social security more confidently while using private assets at a lower tax cost than ever before. In this episode, we share real world examples of these scenarios.
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