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Filling Your Tax Brackets with a Roth IRA Conversion - How Much Should I Convert?


A common question I get is, “How much of my retirement should I convert to a Roth IRA?” Everyone’s situation is unique. However, my general advice is if you anticipate your tax rate to ⬆️, and you are currently below the 24% tax bracket, contribute as much as you can into a Roth IRA. Once you hit the 32% tax rate, the strategy changes a bit....(read more)


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