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Kiplinger
Kiplinger
Business
Matthew Eilers

Here's How to Plan This Year's Roth Conversion, From a Wealth Manager

Insurance Social Security Building Wealth IRA
An older woman sits at her kitchen table and works on financial planning.

As 2025 nears its end, it's a good time to evaluate which money moves we should make before the taxable year comes to a close.

Clients often ask whether they should convert funds in tax-deferred retirement accounts into Roth accounts.

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