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Should Clients Over 60 Do Roth Conversions?
ThinkAdvisor 
July 30, 2025 "Taxes, retirement income, RMDs and legacies are especially important considerations for clients near or in retirement. Such a conversion, of course, will increase taxes in the year it is done. Clients over 60 need to consider how any income bump might affect their Social Security, Medicare or eligibility for the new senior tax deduction." MORE >> |
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