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Kiplinger
Kiplinger
Business
Katie Woloshin Corsetto

Is a Roth Conversion Just Not That Into You? Here's When It's a Perfect Match (and When It Isn't)

Kiplinger Medicare
(Image credit: Getty Images)

Not long ago, a client came to me with what sounded like a simple question:
"Should I do a Roth conversion?"

It's a question I hear often — and it makes sense. Roth conversions are frequently recommended as a smart tax strategy for retirement.

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