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Three Reasons I Avoid Roth IRA Conversions

I’m Taylor Sohns, CEO of LifeGoal Wealth Advisors, a Certified Investment Management Analyst (CIMA), and a Certified Financial Planner (CFP). The message here is straightforward: converting a ...

The case against Roth conversions: Most early retirees won't benefit from paying tax now

"Our argument is pretty basic and not all that revolutionary," Mullaney said in an interview with MarketWatch. While the conventional wisdom is that most people's tax rates will be lower in early ...