Why ROTH Convesions Are Not for Everyone

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Despite the vaunted advantages of ROTH conversions, they are not for everyone. This is especially true in circumstances where the taxpayer has to pay a lot in taxes upfront for conversion and the taxpayer is near retirement. Let us further analyze this important topic.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

© Doron Eghbali, Law Advocate Group, LLP | Attorney Advertising

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