A 72-year-old couple in Ohio asked their advisor whether to convert $50,000 from a traditional IRA to a Roth before year-end.
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The 401(k) bracket smoothing math: Why a 66 year old couple with $1.5 million should convert exactly $90,000 a year
Quick ReadConverting exactly $90,000 annually fills the 12% bracket to its $100,800 ceiling, paying 12% now to avoid a 22% ...
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