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Browsing Tag

Financial Planning Association

1 post
PPersonal finance
Here’s why most US retirees with less than $2,000,000 should avoid Roth conversions
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Here’s why most US retirees with less than $2,000,000 should avoid Roth conversions

  • January 25, 2026
Roth conversions are widely considered financially advantageous. Financial advisors often recommend them, and online calculators frequently frame them…
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