A few years ago, a slew of my clients rolled over their IRA’s into Roth IRA’s. Because there was a tremendous tax benefit to doing so- and the IRS provided a short period to make these non-taxable conversions. (NO! The conversions really aren’t non-taxable; but the IRS provided a window when you could make them without paying taxes. That is no longer the case.)
Continue reading Individual Retirement Accounts (IRA)
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