Reasons to Consider an IRA-to-Roth Conversion
Retirement Coffee Talk · Charisse Rivers
June 10, 202511m 51s
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Show Notes
You may have heard your 401(k) or IRA referred to as “A Tax Time Bomb.” We found one 90-year-old who is experiencing it and we discuss ways to avoid it.
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Topics
Roth conversionRMDsretirement planningtax implicationslegacy planningfinancial adviceretirement accountsMedicareSocial Securitylong-term care