Roth Conversions After 60: The Hidden Window of Opportunity
Joe Knows Retirement · Joe Schmitz Jr.
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Show Notes
If you're over 60, your retirement planning enters one of the most overlooked yet powerful stages: the window between retirement and Required Minimum Distributions (RMDs). During this time, Roth conversions can dramatically reduce your lifetime tax bill, protect your spouse, and leave more for your kids. Roth conversions after 60 can make the difference between a tax-heavy retirement and one filled with control, flexibility, and peace of mind.
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