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Lydia Kibet

The (Surprisingly Narrow) Roth Conversion Window Most Retirees Miss To Save on Taxes

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Retirement doesn’t always mean lower taxes. In fact, you could be in for the biggest tax bills in your 70s when Social Security benefits and Required Minimum Distributions (RMDs) kick in.

However, there’s a small, often overlooked window that can dramatically reduce those future taxes. You can take advantage of this narrow period to move your money out of a traditional retirement account into a Roth to save on taxes.

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